Fee-OnlyFinder

Advisers in Holladay, UT

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

Financial planning (5)Flat / fixed fees (3)Retirement plan consulting (3)

All advisers

Athos Private Wealth LLC4725 S Holladay Blvd, Suite 130 · Holladay, UT 84117 · (435) 252-1099 · Financial planningCRD 309862 · % of assets, Performance-based fees · $268.5 million AUMSEC registeredNo commissions reportedInterwise3115 East Lion Lane, Suite 160 · Holladay, UT 84121 · (801) 484-6004 · Financial planningCRD 316746 · % of assets, Hourly charges, Fixed fees · $369.7 million AUMSEC registeredNo commissions reportedLunt Capital Management INC.4725 S. Holladay Blvd, Ste 220 · Holladay, UT 84117 · (801) 503-3035 · % of assets managedCRD 125183 · % of assets · $601.5 million AUMSEC registeredNo commissions reportedPlatform Wealth Advisors6510 S. Millrock Dr · Holladay, UT 84121 · (385) 243-0553 · Financial planningCRD 329313 · % of assets, Fixed fees · $509.0 million AUMSEC registeredNo commissions reportedSolitude Wealth Advisors, LLC.5200 South Highland Drive, Suite 203 · Holladay, UT 84117 · (801) 797-6232 · Financial planningCRD 142357 · % of assets, Other · $36.1 million AUMState registeredNo commissions reportedYou First Financial LLC3115 East Lion Lane, Suite160 · Holladay, UT 84121 · (518) 312-9913 · Financial planningCRD 292984 · % of assets, Fixed fees, Other · $22.1 million AUMState registeredNo commissions reported
Talking to advisers in Holladay? 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.