Advisers in Cottonwood Heights, UT

6 advisers in Cottonwood Heights — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (5)Flat / fixed fees (5)Retirement plan consulting (3)

All advisers

Abg Consultants6975 S Union Park Ctr, #644 · Cottonwood Heights, UT 84047 · (801) 486-5069 · Financial planningCRD 131129 · % of assets, Hourly charges, Fixed fees · $697.4 million AUMSEC registeredNo commissions reported Brighton Wealth Management, INC.6975 Union Park Ave., #600 · Cottonwood Heights, UT 84047 · (801) 261-1611 · Financial planningCRD 148457 · % of assets, Hourly charges, Fixed fees · $131.9 million AUMSEC registeredNo commissions reported Fiduciary Advisors, LLC6975 S Union Park Ctr, #644 · Cottonwood Heights, UT 84047 · (801) 492-7341 · Financial planningCRD 104189 · % of assets, Hourly charges, Fixed fees · $520.2 million AUMSEC registeredNo commissions reported Jd Investment Management, LLC6975 Union Park Ave, Suite 600 · Cottonwood Heights, UT 84047 · (801) 270-5380 · Financial planningCRD 123293 · % of assets, Hourly charges · $30.0 million AUMState registeredNo commissions reported M2 Financial LLC7396 S Union Park Ave., Suite 301 · Cottonwood Heights, UT 84047 · (801) 383-0333 · Financial planningCRD 327044 · % of assets, Fixed fees · $84.1 million AUMState registeredNo commissions reported Twin Peaks Wealth Management LLC2825 East Cottonwood Parkway, Suite 500 · Cottonwood Heights, UT 84121 · (801) 557-8725 · Financial planningCRD 165044 · % of assets, Hourly charges, Fixed fees · $50.0 million AUMState registeredNo commissions reported

Talking to advisers in Cottonwood Heights? 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.