Fee-OnlyFinder

Advisers in St. George, UT

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

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

All advisers

Colab Capital616 South 300 East · St. George, UT 84770 · (415) 317-5100 · Financial planningCRD 338182 · % of assets, Hourly charges · $1.4 million AUMSEC registeredNo commissions reportedDance Investment Partners, LLC169 W 2710 South Cir, Suite 202a · St. George, UT 84790 · (385) 534-8454 · Financial planningCRD 335896 · % of assets, Fixed fees · $3.3 million AUMState registeredNo commissions reportedNuwealth Advisors, LLC216 West St George Blvd., Suite 101 · St. George, UT 84770 · (435) 215-4806 · Financial planningCRD 328411 · Hourly charges, Other · $31.5 million AUMState registeredNo commissions reportedPeriope, Lc162 North 400 East, Bldg. A, Suite 201 · St. George, UT 84770 · (435) 634-9008 · % of assets managedCRD 144256 · % of assets · $177.2 million AUMSEC registeredNo commissions reportedSoltis Investment Advisors, LLC20 North Main St, Suite 400 · St. George, UT 84770 · (435) 674-1600 · Financial planningCRD 154690 · % of assets, Fixed fees, Performance-based fees · $12.0 billion AUMSEC registeredNo commissions reportedStatera Wealth Management912 W. 1600 S., St. B201 · St. George, UT 84770 · (435) 673-6350 · Financial planningCRD 333710 · % of assets, Hourly charges · $184.7 million AUMSEC registeredNo commissions reportedYour Ia, LLC620 South 400 East · St. George, UT 84770 · (800) 823-0489 · Financial planningCRD 338535 · % of assets, Hourly charges, Fixed fees · $106.6 million AUMSEC registeredNo commissions reported
Talking to advisers in St. George? 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.