Fee-OnlyFinder

Advisers in Park City, UT

2 advisers in Park City — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Echelons Capital, LLC2078 Prospector Avenue, Suite 4 · Park City, UT 84060 · (706) 372-4218 · Financial planningCRD 325781 · % of assets, Fixed fees · $174.4 million AUMSEC registeredNo commissions reportedNewpark Wealth Management2720 Homestead Road, Suite 140 · Park City, UT 84098 · (435) 565-4410 · Financial planningCRD 286059 · % of assets, Fixed fees · $59.0 million AUMState registeredNo commissions reported
Talking to advisers in Park City? 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.