Fee-OnlyFinder

Advisers in Orem, UT

8 advisers in Orem — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (4)Flat / fixed fees (6)Retirement plan consulting (5)

All advisers

Blue Barn Wealth370 West Center Street · Orem, UT 84057 · (801) 466-4101 · Financial planningCRD 107202 · % of assets, Hourly charges, Fixed fees · $317.1 million AUMSEC registeredNo commissions reportedExponent Wealth LLC562 Technology Avenue, Suite C-15 · Orem, UT 84097 · (801) 459-1190 · Financial planningCRD 334968 · % of assets, Fixed fees · $110.4 million AUMSEC registeredNo commissions reportedKeeler Thomas Management LLC1327 South 800 East · Orem, UT 84097 · (801) 226-0800 · Financial planningCRD 109522 · % of assets, Hourly charges, Fixed fees · $305.5 million AUMSEC registeredNo commissions reportedPeterson Wealth Advisors, LLC360 West 920 North · Orem, UT 84057 · (801) 225-0000 · Financial planningCRD 146349 · % of assets · $829.7 million AUMSEC registeredNo commissions reportedSandlot Private Wealth LLC1510 E. 840 N. · Orem, UT 84097 · (801) 428-7744 · Financial planningCRD 335925 · % of assets, Performance-based fees · $305,047 AUMSEC registeredNo commissions reportedSquire Wealth Advisors1329 South 800 East · Orem, UT 84097 · (801) 226-7722 · Financial planningCRD 117750 · % of assets, Hourly charges, Fixed fees · $586.7 million AUMSEC registeredNo commissions reportedThe Professional Financial Company LLC384 W Center St · Orem, UT 84057 · (801) 701-2345 · Financial planningCRD 286419 · % of assets, Fixed fees · $246.1 million AUMSEC registeredNo commissions reportedTimpanogos Financial Advisors, INC.821 North 900 West, Suite 304 · Orem, UT 84057 · (801) 607-5670 · Financial planningCRD 328166 · % of assets, Hourly charges, Fixed fees · $99.2 million AUMState registeredNo commissions reported
Talking to advisers in Orem? 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.