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.

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.

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.

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.

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.

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Find The Best Financial Advisors in Salt Lake City, Utah

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 Salt Lake City is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Salt Lake City & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Salt Lake City, Utah, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 43 non-vetted financial advisors in Salt Lake City, Utah, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Salt Lake City, Utah have an average of 14 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 Salt Lake City, Utah

Mitch Simkins

Farther Finance, LLC

385-399-9904

Address

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

Riley Crosbie

Adams Wealth Advisors

435-752-1702

Address

701 S Main,
Suite 400,
Logan, UT 84321 See Details

Top Financial Advisor Firms in Salt Lake City, Utah (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	106081	$26,663,066,907	237	A percentage of AUM, Performance Based
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	285645	$6,672,033,386	1963	A percentage of AUM, Fixed fees, Performance Based, Other (SHARE IN ETF PROFITS AFTER EXPENSES)
GRANDEUR PEAK GLOBAL ADVISORS 136 S Main St, Ste 720 Salt Lake City, UT, 84101	158270	$6,316,870,974	18	A percentage of AUM, Performance Based
CYNOSURE GROUP, LLC 111 South Main Street, Suite 2350 Salt Lake City, UT, 84111-1929	281399	$4,862,981,883	590	A percentage of AUM, Fixed fees, Performance Based
KEYSTONE NATIONAL GROUP, LLC 60 E. South Temple, Suite 2100 Salt Lake City, UT, 84111	142885	$2,130,000,279	15	A percentage of AUM, Performance Based
PETERSON PARTNERS 2755 E. Cottonwood Parkway, Suite 400 Salt Lake City, UT, 84121	159450	$2,126,417,239	31	A percentage of AUM, Fixed fees, Performance Based
SUNDANCE BAY 1240 East 2100 South, Suite 300, Salt Lake City, UT, 84106-2817	301868	$2,021,527,724	6	A percentage of AUM, Performance Based
ZIONS CAPITAL ADVISORS, INC. Zions Capital Advisors, One South Main St., 12th Floor Salt Lake City, UT, 84133	131308	$1,759,671,621	86	A percentage of AUM, Fixed fees
ALTA CAPITAL MANAGEMENT LLC 6440 South Wasatch Blvd, Suite 260 Salt Lake City, UT, 84121	106786	$1,710,281,631	1396	A percentage of AUM
CREWE ADVISORS 650 S. Main Street, Suite 700 Salt Lake City, UT, 84101	173920	$1,620,494,059	1096	A percentage of AUM, Hourly charges, Fixed fees
ALBION FINANCIAL GROUP 812 East 2100 South, Salt Lake City, UT, 84106	105957	$1,597,683,119	2292	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
PHYSICIAN WEALTH ADVISORS, INC. 6820 South 900 East, Suite 200 Salt Lake City, UT, 84047	106043	$1,532,368,890	6048	A percentage of AUM
CROSS CREEK ADVISORS, LLC 505 Wakara Way, Suite 215 Salt Lake City, UT, 84108	165803	$1,336,044,913	17	A percentage of AUM, Performance Based
TRUENORTH WEALTH 1935 Vine Street, Suite 120, Salt Lake City, UT, 84121	142205	$1,017,412,752	2536	A percentage of AUM, Hourly charges, Other (INSTITUTIONAL CLIENTS PRICED ON CASE-BY-CASE BASIS)
TAYLOR DERRICK CAPITAL, L.L.C. 404 North 300 West, Salt Lake City, UT, 84103	158016	$770,436,690	14	A percentage of AUM, Fixed fees, Performance Based

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Find The Best Financial Advisors in Salt Lake City, Utah

How To Find The Best Financial Advisors in Salt Lake City, UtahLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Salt Lake City, Utah

Mitch Simkins

Farther Finance, LLC

Address

Riley Crosbie

Adams Wealth Advisors

Address

Top Financial Advisor Firms in Salt Lake City, Utah (Ranked by AUM)

Select other cities around Salt Lake City, Utah to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy