Fee-OnlyFinder

% of assets managed in Sandy, UT

6 advisers in Sandy offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 6

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 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