8 Best Financial Advisors in Utah for 2022 • Benzinga

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Utah is in the westside, with cities like Provo and Capital of Utah. You shouldn't be surprised by the number of older and certificated financial advisors who also call it home. Fee-solely business enterprise planners and fiduciaries all make the list. Choosing combined that perfectly meets your financial needs may be a heavy lift for you. Benzinga has prequalified and handpicked some of the top financial advisors in the Mormon State.

Top-grade Financial Advisors in Mormon State:

Better for Personalized Investment Plans: Albion Commercial enterprise Group
Incomparable Robo-Advisor: M1 Finance
Optimal for Portfolio Management: Paragon Wealth Direction
Best Mobile App: Betterment
High-grade Financial Planner for Physicians: UMA Financial Services
Best Portfolio Analysis: Personal Capital
Prizewinning for High Net Worth Individuals: TrueNorth Wealth
Go-to-meeting for Diverse Investment Advisory Services: Ashworth Riches

Contents

Topper Financial Advisors in Utah:
- Good for Personalized Investment Plans: Albion Financial Group
- Best Robo-Advisor: M1 Finance
- Best for Portfolio Management: Saint Riches Management
- Best Mobile App: Betterment
- Best Fiscal Planner for Physicians: UMA Financial Services
- Outflank Portfolio Analysis: Personal Capital
- Good for High Clear Worth Individuals: TrueNorth Wealth
- Best for Diverse Investment Informatory Services: Ashworth Wealth
Frequently Asked Questions
Plan Your Later with the Reactionary Financial Advisor in Utah
Methodology

Best for Personalized Investment Plans: Albion Financial Group

Supported in 1982, Albion Financial Chemical group is a in private-held, fee-based strong with roughly $1.2 billion assets nether direction (AUM). Through its array of personalized investment plans, the firm can help make continuous success through macroeconomic analysis and company-specific research as well as global trend identification. The investment experts also have have across an lay out of investment assets from pooled investment vehicles to individual equities.

Clients with at least $500,000 in investable assets can access the Albion Wealth Builder overhaul, which lets smaller portfolio investors access the same investment management services higher net worth clients enjoy. The firm too offers another specialized product — Women of Albion — that helps women better see and deal their funds. Albion also offers guidance in setting up and investing in IRAs, pensions, 401(k)s and retirement plans.

Albion FINANCIAL Radical

Best For

Customizable Robo Investing

Best Robo-Advisor: M1 Finance

The M1 Finance unique investing platform lets you allocate funds through the "pie investing" strategy. You can blue-ribbon 1 of 80 expert portfolio allocations the platform calls pies. Each pie comprises a premix of ETFs and stocks. You can build your investing portfolio for free, schedule weekly or monthly deposits, endow in fractional shares and access a portfolio credit line when your portfolio value is more than $10,000.

M1's business relationship options, Basic account and M1 Plus account, behave non require a minimum balance. Withal, the M1 Nonnegative offers additional privileges similar a $50,000 daily ACH restrain, ATM fees are covered 4 multiplication per month, 2 daily trade in windows and a 2% base rate connected your loan. You'll likewise earn a 1% cash stake on all limiting debit posting purchases.

Best for Portfolio Direction: Paragon Wealth Management

Paragon Wealth Management — a 9-time winner of Utah Best of Res publica Honor — offers portfolio management services to institutions and individuals. The firm wish build a plan to manage your portfolio approximately what matters most to you — your investment strategy. Investiture management services are offered along a discretional and nondiscretionary basis.

Every client's investment goals are known exploitation a risk profile that assesses your risk leeway founded upon income, old age, cash flow needs and investment goals. The firm constructs guest portfolios using individual equities, ETFs and domestic and corporate bonds. Paragon establishes brokerage accounts for you and maintains custody of your assets via Schwab Institutional or TD Ameritrade Uninteresting. The firm has over $109 million AUM.

PARAGON WEALTH MANAGEMENT

Sunday-go-to-meeting Mobile App: Betterment

Betterment has built an app to help you construct the most of your money. You can grow your savings with its high-yield cash reserve account that earns 0.40% APY (Annual Pct Yield), which is more than 3 times the national average. Betterment's Cash Reticence account doesn't require a minimum describe balance merely you must deposit at the least $10 to get going.

You behind likewise create your retirement plan for free, after which an annual fee of 0.25% is charged on your balance

Tie in any external accounts and roll concluded prehistoric 401(k) accounts to Betterment. The platform offers unlimited access to its CFP®'s to its premium members. This requires a minimum of $100,000 in investable assets and a 0.40% annual fee.

The firm offers consecrate financial advice and guidance through the Betterment Advisor Network™ which works exclusively with members of the Financial Planning Association (FPA). Over-the-phone advice packages for various necessarily are likewise available starting at $199.

Best Financial Deviser for Physicians: UMA Financial Services

UMA Financial Services serves the members of the Utah Greco-Roman deity Connection (UMA) and its family members. It helps physicians fles a solid commercial enterprise understructure that organizes their resources to pay them the best possible outcome for their objectives. The truehearted works with nonmembers of the UMA under limited circumstances. Its ongoing monitoring of client portfolios is an integral aspect of its investment summons.

Uma Financial's investment management fees are founded on an yearly percentage of AUM, ranging from 0.80% to 0.40% for assets 'tween $250,000 and $10 million. The firm recommends that clients apportion their investments among multiple asset classes, including real estate investment trusts, fixed income securities and equities. UMA's financial advisors can provide options and ideas about saving toward your children's college goals as well as managing and paying down debt.

Genus Uma FINANCIAL SERVICES Iraqi National Congress

Pricing

Fees range based happening deposit amount and services used

Best Portfolio Psychoanalysis: Personal Majuscule

Personal Capital customizes your portfolio supported your needs and preferences to make Personalized Strategy™ — a dynamic framework created using real-time commercial enterprise account data, data from your investor visibility and retirement provision with Monte Carlo projections. Its dashboard provides the tools requisite to track cash feed, manage savings, review and monitor your investments.

Whether on Android or iOS, you volition get a picture of your business outlook on-the-go. Plan for retirement with the program's retirement planner tool and uncover any hidden fees victimisation its independent analyzer.

The platform offers 3 riches management tiers: investiture services, wealth management and private client. As a close client you get a personalized portfolio, a devoted squad of advisors and whol its investment services.

Best for Graduate Net Worth Individuals: TrueNorth Riches

TrueNorth Wealth serves corporate and line of work pension plans, government agencies and private clients. Its private clientele consists primarily of high net worth individuals who have amassed evidentiary wealth, are nearing retreat operating theatre have got retired.

The firm's recompense derives from assets under direction (AUM) and investment advisory fees. None fees are charged for quarterly financial reviews, investment psychoanalysis, retirement analysis, tax analysis, insurance review and swear/demesne reassessmen.

TrueNorth Riches does complete fiscal plans every bit part of its investment advisory fees, with charges ranging from $1,000 to $5,000. The tip could be fewer or more depending on the complexness of your circumstances. The firm has approximately $5 million AUM.

TRUENORTH WEALTH

Best for Diverse Investment Advisory Services: Ashworth Wealth

Ashworth Wealth provides individuals and other types of clients with a broad range of investment consultive services. Your assets are invested in individual stocks, low-load or no-warhead common finances and exchange traded funds, typically via fund companies or dismiss brokers.

The firm charges an by the hour fee not exceeding $300 or a flat fee ranging from $1,000 to $50,000 for its financial planning and consulting services. Financial plans for families are priced at $1,000–$5,000 while plans for businesses are priced at $5,000–$15,000. The minimum annual informatory fee is $5,000.

Ashworth Riches performs account reviews at least annually and even more frequently when market conditions dictate.

ASHWORTH WEALTH, LLC

Frequently Asked Questions

Plan Your Future with the Right Business enterprise Consultant in Utah

Make sure you perform a background stay before choosing a financial adviser in Utah. Meet several prospects, empathize their terms of service and ensure their strategies align with your investing objectives. Plan now and you'll save more money late.

Methodology

To determine the top financial advisors in Utah, we pored through all SEC-registered advisory firms World Health Organization have an place in Utah. We winnowed the list by only including advisors World Health Organization are certified fiduciaries, deliver no more past disclosures and rich person minimal personal conflicts of interest. To further collapse the list to the true top advisors in the expanse, we gave weight to advisors that offer both investing direction and planning, have no conflicts of interest, deliver offices in multiple states, have a wrap fee program and over $50 cardinal in assets under direction.

Read likewise: BEST ACCELERATORS IN Capital of Utah, RANKED

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