Find The Best Financial Advisors in Draper, Utah

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Draper is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Draper & pick the one as per your needs

How To Find The Best Financial Advisors in Draper , Utah
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Draper, Utah, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and 9 non-vetted financial advisors in Draper, Utah, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Draper, Utah have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Draper , Utah

Mitch Simkins

Farther Finance, LLC

385-399-9904

Address

9980 S 300 W #200,
Sandy, UT 84070 See Details

Top Financial Advisor Firms in Draper, Utah(Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
TOWER ARCH CAPITAL 14034 S. 145 E., Suite 300 Draper, UT, 84020	169057	$1,896,142,535	7	A percentage of AUM, Performance Based
CAPITA FINANCIAL NETWORK, LLC 14658 S. Bangerter Pkwy, Ste 300 Draper, UT, 84020	290558	$1,461,172,171	4976	A percentage of AUM
HEALTHEQUITY ADVISORS 15 West Scenic Pointe Drive, Suite 100 Draper, UT, 84020	167105	$1,194,434,022	107327	A percentage of AUM, Fixed fees
NAVIGATE PRIVATE WEALTH, LLC 12012 South 700 East, Suite 100 Draper, UT, 84020	170774	$462,565,254	1804	A percentage of AUM, Hourly charges, Fixed fees
ELEVATED CAPITAL ADVISORS, LLC 11925 South 700 East, Draper, UT, 84020	226721	$375,281,037	2382	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS, WORKSHOPS / SEMIN)
COIGN CAPITAL ADVISORS LLC 12012 South 700 E., Suite 100 Draper, UT, 84020	171306	$287,876,151	884	A percentage of AUM, Fixed fees
MEDICUS WEALTH PLANNING, INC. 11681 S 700 E, Suite 200 Draper, UT, 84020	282904	$130,277,879	536	A percentage of AUM, Fixed fees
LONE PEAK ADVISERS 11650 South State Street, Suite 200 Draper, UT, 84020-7150	296772	$119,000,000	743	A percentage of AUM
PALISADE WEALTH MANAGEMENT 12231 S 900 E, Draper, UT, 84020	147725	$116,000,000	140	A percentage of AUM

Select other cities around Draper, Utah to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.