Dance Investment Partners, LLC

Financial planning in St. George, UT

State registeredNo commissions reported

Call (385) 534-8454 Send a message Map ↗

Public-record details

Address: 169 W 2710 South Cir, Suite 202a, St. George, UT 84790
Phone: (385) 534-8454
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Dance Investment Partners LLC
CRD number: 335896
Registration: State registered: UT
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $3.3 million
Accounts managed: 13
Clients reported (Form ADV 5.D): 12
Individual / high-net-worth clients: 10 / 2
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-08-21

State registered (UT) investment adviser, CRD 335896, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 335896 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in St. George

Colab Capital616 South 300 East · St. George, UT 84770 · (415) 317-5100 · Financial planningCRD 338182 · % of assets, Hourly charges · $1.4 million AUMSEC registeredNo commissions reported Nuwealth Advisors, LLC216 West St George Blvd., Suite 101 · St. George, UT 84770 · (435) 215-4806 · Financial planningCRD 328411 · Hourly charges, Other · $31.5 million AUMState registeredNo commissions reported Periope, Lc162 North 400 East, Bldg. A, Suite 201 · St. George, UT 84770 · (435) 634-9008 · % of assets managedCRD 144256 · % of assets · $177.2 million AUMSEC registeredNo commissions reported Soltis Investment Advisors, LLC20 North Main St, Suite 400 · St. George, UT 84770 · (435) 674-1600 · Financial planningCRD 154690 · % of assets, Fixed fees, Performance-based fees · $12.0 billion AUMSEC registeredNo commissions reported Statera Wealth Management912 W. 1600 S., St. B201 · St. George, UT 84770 · (435) 673-6350 · Financial planningCRD 333710 · % of assets, Hourly charges · $184.7 million AUMSEC registeredNo commissions reported Your Ia, LLC620 South 400 East · St. George, UT 84770 · (800) 823-0489 · Financial planningCRD 338535 · % of assets, Hourly charges, Fixed fees · $106.6 million AUMSEC registeredNo commissions reported

All 7 in St. George →