Find The Best Financial Advisors in Lehi, 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 Lehi is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Lehi & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Lehi, Utah, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and non-vetted financial advisors in Lehi, Utah, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Lehi, Utah have an average of 0 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 Lehi, Utah

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
DRIVE WEALTH ADVISERS 3333 N Digital Drive, #700 Lehi, UT, 84043	174728	$1,830,137,115	3292	A Percentage of AUM, Hourly charges, Fixed Fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)
WEST RIM CAPITAL ASSOCIATES II, L.P. 2801 North Thanksgiving Way, Suite 200 Lehi, UT, 84043	145085	$1,788,465,610	19	A Percentage of AUM, Performance Based
ANDINA FAMILY OFFICES Thanksgiving Business Park, 2600 Executive Parkway, Suite 451 Lehi, UT, 84043	151762	$642,123,815	1676	A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
B.O.S.S. RETIREMENT ADVISORS, LLC 3400 N Ashton Blvd, Suite 190 Lehi, UT, 84043	171143	$588,000,000	8405	Fixed Fees, Other (REFERRAL FEES)
SOLIDARITY WEALTH, LLC 3600 N Outlet Parkway, Suite 200 Lehi, UT, 84043	315843	$375,505,651	405	A Percentage of AUM, Subscription Fees, Fixed Fees
REEF INVESTMENT MANAGEMENT LLC 2600 N Ashton Blvd., Suite 200 Lehi, UT, 84043	309186	$303,131,769	3	A Percentage of AUM
SWITCHPOINT FINANCIAL PLANNING LLC 2901 W Bluegrass Blvd, Suite 200 - 26 Lehi, UT, 84043	282856	$156,872,918	397	A Percentage of AUM, Hourly charges, Fixed Fees
DECKER RETIREMENT PLANNING INC. 2889 W Ashton Blvd., Suite 125 Lehi, UT, 84043	284281	$117,529,611	1105	A Percentage of AUM, Hourly charges
MADDIX HOLDINGS 1355 W Innovation Way, Suite 175 Lehi, UT, 84043	324001	$112,500,000	70	A Percentage of AUM, Performance Based, Other (CARRIED INTEREST DISTRIBUTIONS)
AGILIS WEALTH MANAGEMENT 3450 N Triumph Blvd, Suite 102 Lehi, UT, 84043	127066	$73,502,345	329	A Percentage of AUM
MY PROSPER TEAM 3200 Club House Dr., Suite 150 Lehi, UT, 84043	311144	$28,164,000	890	A Percentage of AUM, Hourly charges, Fixed Fees
EVESTIA FINANCIAL 2975 W Executive Pkwy, Ste 205 Lehi, UT, 84043	313074	$9,767,470	18	A Percentage of AUM
SOLIDARITY CAPITAL MANAGEMENT, LLC 3600 N Outlet Parkway, Suite 200 Lehi, UT, 84043	322596	$0	0	A Percentage of AUM, Performance Based

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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