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Retirement plan consulting in Salt Lake City, UT

17 advisers in Salt Lake City offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 17

Cannon Capital Management, INC.6768 South 1300 East · Salt Lake City, UT 84121 · (801) 566-3190 · Financial planningCRD 144247 · % of assets · $386.1 million AUMSEC registeredNo commissions reportedCottonwood Wealth Strategies, LLC650 South 500 West, Suite #185 · Salt Lake City, UT 84101 · (385) 853-5000 · Financial planningCRD 311272 · % of assets, Hourly charges, Fixed fees · $279.0 million AUMSEC registeredNo commissions reportedDentist Advisors6440 S Wasatch Blvd., Suite 215 · Salt Lake City, UT 84121 · (801) 748-1243 · Financial planningCRD 149559 · % of assets, Hourly charges, Fixed fees · $504.0 million AUMSEC registeredNo commissions reportedFortius Financial Advisors, LLC5445 South Highland Drive, Suite a · Salt Lake City, UT 84117 · (888) 365-7009 · % of assets managedCRD 128060 · % of assets · $10.9 million AUMState registeredNo commissions reportedJacobsen Capital Management101 South 200 East, Suite 524 · Salt Lake City, UT 84111 · (801) 746-7171 · Financial planningCRD 116085 · % of assets, Hourly charges, Fixed fees · $562.9 million AUMSEC registeredNo commissions reportedNavigate Financial LLC999 E. Murray Holladay Rd, Suite 202 · Salt Lake City, UT 84117 · (801) 905-1644 · Financial planningCRD 325945 · % of assets, Hourly charges, Subscription fees · $337.9 million AUMSEC registeredNo commissions reportedPhysician Wealth Advisors, INC.6820 South 900 East, Suite 200 · Salt Lake City, UT 84047 · (801) 747-0800 · Financial planningCRD 106043 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedSepio Capital, LP2795 E Cottonwood Parkway, Suite 600 · Salt Lake City, UT 84121 · (415) 915-3708 · Financial planningCRD 285645 · % of assets, Fixed fees, Performance-based fees · $5.6 billion AUMSEC registeredNo commissions reportedSlayton Lewis INC22 East 100 South, Third Floor · Salt Lake City, UT 84111 · (801) 521-2191 · Financial planningCRD 114596 · % of assets, Hourly charges, Fixed fees · $334.4 million AUMSEC registeredNo commissions reportedSteward Financial Services, LLC5675 South Redwood Road, Unit 11 · Salt Lake City, UT 84123 · (801) 716-2596 · Financial planningCRD 153609 · % of assets, Hourly charges · $61.6 million AUMState registeredNo commissions reported
Three Seasons Wealth111 East Broadway, Ste 1250 · Salt Lake City, UT 84111 · (801) 662-0585 · Financial planningCRD 326517 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedTingey Advisors INC2101 East Murray-Holladay Road, Suite 200 · Salt Lake City, UT 84117 · (801) 352-8166 · Financial planningCRD 107539 · % of assets, Hourly charges · $477.7 million AUMSEC registeredNo commissions reportedTruenorth Wealth1935 Vine Street, Suite 120 · Salt Lake City, UT 84121 · (801) 274-1820 · Financial planningCRD 142205 · % of assets, Hourly charges, Other · $1.3 billion AUMSEC registeredNo commissions reportedVeritas Wealth Management, LLC2180 South 1300 East, Suite 360 · Salt Lake City, UT 84106 · (801) 596-9999 · Financial planningCRD 160600 · % of assets · $135.8 million AUMSEC registeredNo commissions reportedWealth Foundations Partners, LLC50 W Broadway Ste 333, Pbm 181231 · Salt Lake City, UT 84101 · (888) 785-0020 · % of assets managedCRD 330999 · % of assets · $110.5 million AUMSEC registeredNo commissions reportedWilson Financial Advisors, INC.230 South 500 East, Suite #120 · Salt Lake City, UT 84102 · (801) 355-5210 · Financial planningCRD 116274 · Hourly charges, Fixed feesState registeredNo commissions reportedWilson Wealth Management, INC.1555 East Stratford Avenue, Ste 100 · Salt Lake City, UT 84106 · (801) 467-5300 · Financial planningCRD 294731 · % of assets, Hourly charges, Fixed fees · $78.1 million AUMState registeredNo commissions reported