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Financial planning in Holladay, UT

5 advisers in Holladay offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 5

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 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