Fee-OnlyFinder

Advisers in Farmington, UT

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

Financial planning (3)Flat / fixed fees (3)

All advisers

Family Wealth Advisors670 West Shepard Lane, Suite 101 · Farmington, UT 84025 · (801) 447-4656 · Financial planningCRD 117475 · % of assets, Fixed fees · $45.2 million AUMState registeredNo commissions reportedLandmark Wealth Advisors, LLC286 South 200 West, Suite 230 · Farmington, UT 84025 · (801) 295-8700 · Financial planningCRD 166989 · % of assets, Hourly charges, Fixed fees · $135.9 million AUMSEC registeredNo commissions reportedPromontory Financial Planning, LLC240 N. East Promontory Suite 200 · Farmington, UT 84025 · (801) 513-2545 · Financial planningCRD 153666 · % of assets, Hourly charges, Fixed fees · $319.0 million AUMSEC registeredNo commissions reportedWmw Management, INC.722 W Shepard Lane Ste 103 · Farmington, UT 84025 · (801) 451-9500 · % of assets managedCRD 116452 · % of assets · $27.5 million AUMState registeredNo commissions reported
Talking to advisers in Farmington? 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.