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Financial planning in Lehi, UT

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

All 15

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 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 reportedProvident 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 reported
Solidarity 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 reported