Fee-OnlyFinder

Advisers in Provo, UT

12 advisers in Provo — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (9)Hourly fees (7)Flat / fixed fees (7)% of assets managed (11)

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Accuvest Global Advisors, INC.3575 N. 100 E., Suite 350 · Provo, UT 84604 · (925) 930-2882 · Flat / fixed feesCRD 134096 · % of assets, Fixed fees, Performance-based fees · $630.5 million AUMSEC registeredNo commissions reportedBlue Diamond Capital Investment Advisors180 N University Ave, Suite 250 · Provo, UT 84601 · (801) 932-0311 · Financial planningCRD 333059 · Hourly charges, Fixed fees · $301.4 million AUMSEC registeredNo commissions reportedChugg Wealth Strategies, LLC180 N. University Ave, Suite 270 · Provo, UT 84601 · (949) 892-0826 · Financial planningCRD 284215 · % of assets, Hourly charges · $28.4 million AUMState registeredNo commissions reportedHighland Financial, LLC4844 N 300 W Ste 300 · Provo, UT 84604 · (801) 577-3445 · % of assets managedCRD 334937 · % of assetsState registeredNo commissions reportedHurley Investments, LLC43 West 300 North · Provo, UT 84601 · (888) 287-1030 · % of assets managedCRD 153535 · % of assets · $30.3 million AUMState registeredNo commissions reportedJoseph M. Larsen, C.P.A., P.C.3549 N University Ave Ste 225 · Provo, UT 84604 · (801) 373-5300 · Financial planningCRD 281445 · % of assets, Hourly charges · $2.2 million AUMState registeredNo commissions reportedParagon Wealth Management3651 North 100 East, Suite 275 · Provo, UT 84604 · (801) 375-2500 · Financial planningCRD 105962 · % of assets, Hourly charges, Performance-based fees · $153.4 million AUMSEC registeredNo commissions reportedPortside Wealth Group, LLC3507 N University Ave, Suite 150 · Provo, UT 84604 · (385) 412-1222 · Financial planningCRD 325175 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedRetirement Advice LLC412 W River's Edge Dr, Suite 30 · Provo, UT 84664 · (801) 228-0103 · Financial planningCRD 325031 · % of assets, Hourly charges, Fixed fees · $25.5 million AUMState registeredNo commissions reportedRetirement Solutions Investments, INC.677 North 1890 West · Provo, UT 84601 · (801) 465-6990 · Financial planningCRD 171199 · % of assets, Fixed fees, Other · $57.8 million AUMState registeredNo commissions reported
Sunset Retirement Advisors LLC350 East Center Street, #10 · Provo, UT 84606 · (801) 850-3013 · Financial planningCRD 333226 · % of assets, Hourly charges, Fixed fees · $3.5 million AUMState registeredNo commissions reportedThe Norden Group LLC5255 N Edgewood Drive, Suite 225 · Provo, UT 84604 · (801) 331-5511 · Financial planningCRD 323988 · % of assets, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reported
Talking to advisers in Provo? 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.