Advisers in Bountiful, UT

4 advisers in Bountiful — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Able & Strong Advisors, INC.380 N. 200 W. #102 · Bountiful, UT 84010 · (385) 212-4560 · Financial planningCRD 130069 · % of assets · $45.4 million AUMState registeredNo commissions reported Strategic Planning Group190 South Main Street · Bountiful, UT 84010 · (801) 627-2200 · Financial planningCRD 113844 · % of assets, Hourly charges, Fixed fees · $910.3 million AUMSEC registeredNo commissions reported Summit Global Investments, LLC620 South Main Street · Bountiful, UT 84010 · (888) 251-4847 · Financial planningCRD 157091 · % of assets, Performance-based fees, Other · $2.3 billion AUMSEC registeredNo commissions reported Wealth Mode450 S 400 E, Ste 261 · Bountiful, UT 84010 · (435) 363-9445 · Financial planningCRD 284136 · % of assets, Hourly charges, Fixed fees · $12.5 million AUMState registeredNo commissions reported

Talking to advisers in Bountiful? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.