Fee-OnlyFinder

Advisers in Logan, UT

5 advisers in Logan — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (4)

All advisers

Andina Advisors1300 N 200 E, Suite 112 · Logan, UT 84341 · (435) 250-3700 · Financial planningCRD 151762 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedBeacon Financial Planning, LLC95 West 100 South, Suite 210 · Logan, UT 84321 · (435) 752-6496 · Financial planningCRD 121462 · % of assets, Hourly charges, Fixed fees · $62.1 million AUMState registeredNo commissions reportedHarold Dance Investments72 E Center Street · Logan, UT 84321 · (435) 752-8484 · Financial planningCRD 1582 · % of assets, Hourly charges, Fixed fees · $158.0 million AUMSEC registeredNo commissions reportedPeak Investment Coaching, LLC88 West Center Street · Logan, UT 84321 · (435) 494-1742 · Financial planningCRD 167757 · % of assets, Fixed feesState registeredNo commissions reportedRiley S. Crosbie Advisory, LLC76 E 200 N, Suite 110 · Logan, UT 84321 · (435) 752-5558 · Financial planningCRD 336507 · % of assets · $118.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Logan? 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.