Fee-OnlyFinder

Advisers in Cedar City, UT

3 advisers in Cedar City — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Ha Wealth Advisors INC.2069 North Main Street, Suite 200 · Cedar City, UT 84721 · (435) 867-1111 · Financial planningCRD 325764 · % of assets, Fixed fees · $85.0 million AUMState registeredNo commissions reportedHeaton Financial, PC337 S Main, Suite 120 · Cedar City, UT 84720 · (435) 865-9991 · Financial planningCRD 134578 · % of assets, Hourly charges · $140.1 million AUMSEC registeredNo commissions reportedLarson Williams Wealth Advisors, LLC415 N Main Street, Suite 104 · Cedar City, UT 84721 · (435) 867-5685 · % of assets managedCRD 311414 · % of assets · $140.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Cedar City? 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.