Fee-OnlyFinder

Advisers in South Jordan, UT

13 advisers in South Jordan — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (12)Hourly fees (12)Flat / fixed fees (11)% of assets managed (12)Retirement plan consulting (8)

All advisers

Ashworth Wealth, LLC897 W. Baxter Dr. · South Jordan, UT 84095 · (801) 364-4400 · Financial planningCRD 116950 · % of assets, Hourly charges, Fixed fees · $377.8 million AUMSEC registeredNo commissions reportedAspen Ridge Wealth Management, LLC10808 S River Front Parkway, Suite 3048 · South Jordan, UT 84095 · (801) 996-7600 · Financial planningCRD 333177 · % of assets, Hourly charges, Fixed fees · $20.8 million AUMState registeredNo commissions reportedCasull Financial Advisory, LLC10421 South Jordan Gateway, Suite 600 · South Jordan, UT 84095 · (801) 495-7070 · Hourly feesCRD 170053 · % of assets, Hourly charges, Fixed fees · $5.9 million AUMState registeredNo commissions reportedColwyn Investments Lc10923 S Redwood Road · South Jordan, UT 84095 · (801) 254-0084 · Financial planningCRD 171858 · % of assets, Hourly charges, Fixed fees · $61.2 million AUMState registeredNo commissions reportedDiversify Advisory Services, LLC10876 S River Front Pkwy, Suite 600 · South Jordan, UT 84095 · (801) 890-7577 · Financial planningCRD 326060 · % of assets, Hourly charges, Fixed fees · $4.6 billion AUMSEC registeredNo commissions reportedDiversify Wealth Management, LLC10876 S River Front Pkwy, Suite 600 · South Jordan, UT 84095 · (801) 838-9999 · Financial planningCRD 329878 · % of assets, Hourly charges, Fixed fees · $4.1 billion AUMSEC registeredNo commissions reportedElysium Wealth Management, LLC1802 W. South Jordan Parkway, #130 · South Jordan, UT 84095 · (385) 276-4716 · Financial planningCRD 312068 · % of assets, Hourly charges, Fixed fees · $352.3 million AUMSEC registeredNo commissions reportedEncore Retirement Planning, LLC5233 W Dock St · South Jordan, UT 84009 · (435) 590-9433 · Financial planningCRD 329427 · Hourly charges, Fixed fees · $37.8 million AUMState registeredNo commissions reportedJrs Wealth Management LLC10808 South Riverfront Parkway, Suite 351 · South Jordan, UT 84095 · (801) 987-3973 · Financial planningCRD 306294 · % of assets, Hourly charges, Fixed fees · $135.0 million AUMSEC registeredNo commissions reportedLpg Capital Management406 W. South Jordan Parkway, Suite 240 · South Jordan, UT 84095 · (801) 609-1820 · Financial planningCRD 297003 · % of assets, Hourly charges · $107.7 million AUMState registeredNo commissions reported
Stonecreek Wealth Advisors10421 South Jordan Gateway, Suite 600 · South Jordan, UT 84095 · (801) 545-0696 · Financial planningCRD 155300 · % of assets, Subscription fees, Fixed fees · $79.8 million AUMState registeredNo commissions reportedTencap Wealth Coaching1314 West 11400 South, Suite 201 · South Jordan, UT 84095 · (801) 221-2956 · Financial planningCRD 166130 · % of assets, Hourly charges, Other · $285.0 million AUMSEC registeredNo commissions reportedVitality Capital Management, LLC10808 S River Front Parkway, Suite 463 · South Jordan, UT 84095 · (801) 930-0520 · Financial planningCRD 284276 · % of assets, Hourly charges, Fixed fees · $77.2 million AUMState registeredNo commissions reported
Talking to advisers in South Jordan? 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.