Fee-OnlyFinder

Advisers in Lehi, UT

18 advisers in Lehi — 18 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (15)Hourly fees (10)Flat / fixed fees (13)% of assets managed (17)Retirement plan consulting (5)

All advisers

B.o.s.s. Retirement Advisors, LLC2500 Executive Parkway, Suite 500 · Lehi, UT 84048 · (801) 990-5055 · Financial planningCRD 171143 · Fixed fees, Other · $1.4 billion AUMSEC registeredNo commissions reportedBrighter Retirement Advisors LLC2000 Ashton Blvd, Ste. 120 · Lehi, UT 84043 · (801) 901-0987 · Financial planningCRD 321746 · % of assets, Fixed fees · $58.4 million AUMState registeredNo commissions reportedCapital Wealth, LLC3400 N Ashton Blvd, Suite 190 · Lehi, UT 84048 · (801) 210-2800 · Financial planningCRD 289574 · % of assets, Hourly charges, Fixed fees · $116.0 million AUMSEC registeredNo commissions reportedDecker Retirement Planning INC.2889 W Ashton Blvd., Suite 125 · Lehi, UT 84048 · (855) 425-4566 · Financial planningCRD 284281 · % of assets, Hourly charges · $359.9 million AUMSEC registeredNo commissions reportedDrive Wealth Advisers3333 N Digital Drive, #700 · Lehi, UT 84043 · (801) 901-6150 · Financial planningCRD 174728 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedGajardo Wealth Management LLC2901 W. Bluegrass Blvd, Suite 200-504 · Lehi, UT 84048 · (801) 391-5176 · Financial planningCRD 330711 · % of assets, Hourly charges, Fixed fees · $7.2 million AUMState registeredNo commissions reportedLone Peak Capital Management, LLC2901 Bluegrass Blvd, Suite 200 · Lehi, UT 84043 · (801) 855-5669 · % of assets managedCRD 284298 · % of assets · $14.2 million AUMState registeredNo commissions reportedMy Prosper Team3200 Club House Dr., Suite 125 · Lehi, UT 84043 · (801) 889-1341 · Financial planningCRD 311144 · % of assets, Hourly charges, Fixed fees · $58.2 million AUMSEC registeredNo commissions reportedPremier Choice Wealth Advisors, LLC2940 W Maple Loop Drive, Suite 303 · Lehi, UT 84043 · (801) 834-0031 · Financial planningCRD 312220 · % of assets, Hourly charges, Other · $10.4 million AUMState registeredNo commissions reportedPrestige Wealthwide, LLC525 W Sunrise Way · Lehi, UT 84043 · (720) 449-3656 · % of assets managedCRD 321789 · % of assets · $198.5 million AUMSEC registeredNo commissions reported
Provident Living Financial Services3450 N Triumph Blvd., Suite 102 · Lehi, UT 84043 · (801) 753-5639 · Financial planningCRD 282665 · % of assets, Hourly charges, Fixed fees · $158.1 million AUMSEC registeredNo commissions reportedR.o.i.2901 W Bluegrass Blvd Suite 200-99 · Lehi, UT 84043 · (801) 785-3254 · Financial planningCRD 116966 · % of assets · $97.0 million AUMState registeredNo commissions reportedSolidarity Wealth, LLC3600 N Outlet Parkway, Suite 200 · Lehi, UT 84048 · (385) 374-1665 · Financial planningCRD 315843 · % of assets, Subscription fees, Fixed fees · $704.2 million AUMSEC registeredNo commissions reportedStonebriar Wealth, LLC2600 W. Executive Parkway, Suite 360 · Lehi, UT 84043 · (385) 314-3300 · Financial planningCRD 327618 · % of assets, Fixed fees · $139.0 million AUMSEC registeredNo commissions reportedSwitchpoint Financial Planning LLC2901 W Bluegrass Blvd, Suite 200 - 26 · Lehi, UT 84048 · (801) 753-8538 · Financial planningCRD 282856 · % of assets, Hourly charges, Fixed fees · $367.1 million AUMSEC registeredNo commissions reportedTanara Wealth Management LLC3301 N Thanksgiving Way, Suite 425 · Lehi, UT 84048 · (801) 653-0564 · Financial planningCRD 340174 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedTech Wealth, LLC2701 N Thanksgiving Way #100 · Lehi, UT 84043 · (801) 901-0663 · Financial planningCRD 311267 · % of assets, Hourly charges, Fixed fees · $11.2 million AUMState registeredNo commissions reportedTownsquare Capital, LLCTraverse Ridge Center II, 3450 Triumph Boulevard · Lehi, UT 84043 · (385) 375-8650 · Flat / fixed feesCRD 288576 · % of assets, Fixed fees · $18.1 billion AUMSEC registeredNo commissions reported
Talking to advisers in Lehi? 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.