Fee-OnlyFinder

Advisers in Sandy, UT

7 advisers in Sandy — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (5)Flat / fixed fees (4)% of assets managed (6)Retirement plan consulting (3)

All advisers

Evergreen Capital Management, INC.7832 S. Carmel Pointe Ln. · Sandy, UT 84093 · (801) 750-3359 · % of assets managedCRD 129764 · % of assets · $9.0 million AUMState registeredNo commissions reportedHarvest Lane Investment Partners, LLC.9065 S 1300 E · Sandy, UT 84094 · (801) 340-0545 · Financial planningCRD 340042 · % of assets, Hourly chargesState registeredNo commissions reportedNet Worth Advisory Group, LLC75 W. Towne Ridge Parkway, Suite 460 · Sandy, UT 84070 · (801) 566-6639 · Financial planningCRD 126983 · % of assets, Hourly charges, Fixed fees · $838.4 million AUMSEC registeredNo commissions reportedNew Millennium Group10050 South State Street · Sandy, UT 84070 · (801) 446-9950 · Financial planningCRD 299249 · % of assets, Hourly charges, Fixed fees · $257.0 million AUMSEC registeredNo commissions reportedOlympus Peaks Financial, LLC9035 S 1300 E Ste 120 · Sandy, UT 84094 · (801) 566-3510 · Financial planningCRD 283040 · % of assets, Hourly charges · $141.4 million AUMSEC registeredNo commissions reportedRfk Capital Management9903 S. Pinehurst Drive · Sandy, UT 84092 · (801) 372-1446 · Financial planningCRD 295075 · Fixed fees, OtherState registeredNo commissions reportedTerrion Advisors, INC.8307 S. 700 E. · Sandy, UT 84070 · (801) 562-8844 · Financial planningCRD 145254 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMState registeredNo commissions reported
Talking to advisers in Sandy? 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.