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Advisers in Draper, UT

10 advisers in Draper — 10 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Flat / fixed fees (6)Retirement plan consulting (3)

All advisers

Capita Financial Network, LLC14658 S. Bangerter Pkwy, Ste 300 · Draper, UT 84020 · (801) 566-5058 · Financial planningCRD 290558 · % of assets · $2.3 billion AUMSEC registeredNo commissions reportedCoign Capital Advisors LLC12012 South 700 E., Suite 100 · Draper, UT 84020 · (801) 676-4570 · Financial planningCRD 171306 · % of assets, Fixed fees · $472.9 million AUMSEC registeredNo commissions reportedElevated Capital Advisors, LLC11925 South 700 East · Draper, UT 84020 · (385) 237-3338 · Financial planningCRD 226721 · % of assets, Hourly charges, Fixed fees · $499.1 million AUMSEC registeredNo commissions reportedHealthequity Advisors15 West Scenic Pointe Drive, Suite 100 · Draper, UT 84020 · (801) 508-3248 · Flat / fixed feesCRD 167105 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedLone Peak Advisers11650 South State Street, Suite 200 · Draper, UT 84020 · (801) 855-8886 · Financial planningCRD 296772 · % of assets · $125.4 million AUMSEC registeredNo commissions reportedMedicus Wealth Planning, INC.11681 S 700 E, Suite 200 · Draper, UT 84020 · (801) 994-4777 · Financial planningCRD 282904 · % of assets, Fixed fees · $160.8 million AUMSEC registeredNo commissions reportedNavigate Private Wealth, LLC12012 South 700 East, Suite 100 · Draper, UT 84020 · (801) 676-4588 · Financial planningCRD 170774 · % of assets, Hourly charges, Fixed fees · $529.2 million AUMSEC registeredNo commissions reportedPalisade Wealth Management12231 S 900 E · Draper, UT 84020 · (650) 387-3808 · Financial planningCRD 147725 · % of assets · $133.2 million AUMSEC registeredNo commissions reportedPhibbs Financial11576 S State Street, Suite 1104 · Draper, UT 84020 · (385) 787-1157 · % of assets managedCRD 322093 · % of assets · $27.0 million AUMState registeredNo commissions reportedProactive Wealth Management, INC.12525 S Fort Street · Draper, UT 84020 · (801) 826-3985 · Financial planningCRD 301232 · % of assets, Fixed fees · $9.3 million AUMState registeredNo commissions reported
Talking to advisers in Draper? 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.