Financial advisors in Bountiful, UT

44 match · page 1 of 2

Brett Caldwell
Financial advisor at Modera Wealth Management, LLC
Modera Wealth Management, LLC · $17.68B AUM
CFP®VerifiedFinancial planning
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David Boyd
Financial advisor at B.o.s.s. Retirement Advisors, LLC
B.o.s.s. Retirement Advisors, LLC · $1.38B AUM
CFP®VerifiedFinancial planning
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Jordan Parkinson
Financial advisor at Facet
Facet · $8.69B AUM
CFP®VerifiedFinancial planning
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Justin Chidester
Financial advisor at Wealth Mode
Wealth Mode · $12.5M AUM
CFP®VerifiedFinancial planning
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Logan Herzog
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Samuel Gentry
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Stephen Goalen
Financial advisor at Goalen Capital Advisors, LLC
Goalen Capital Advisors, LLC · $87M AUM
CFP®VerifiedFinancial planning
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Alexander Craner
Financial advisor at Strategic Planning Group
Strategic Planning Group · $910.3M AUM
VerifiedFinancial planning
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Brian Hughes
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Clifton Johnson
Financial advisor at Dmk Advisor Group, Inc.
Dmk Advisor Group, Inc. · $130.8M AUM
VerifiedFinancial planning
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Craig Fredrickson
Financial advisor at Berthel Fisher & Company Financial Services, Inc.
Berthel Fisher & Company Financial Services, Inc. · $906.4M AUM
VerifiedFinancial planning
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Dennis McMillan
Financial advisor at Portside Wealth Group, LLC
Portside Wealth Group, LLC · $1.43B AUM
VerifiedFinancial planning
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Douglas Mabey
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Earl Kerns
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Erik Knutsen
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Ethan Call
Financial advisor at Strategic Planning Group
Strategic Planning Group · $910.3M AUM
VerifiedFinancial planning
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Gregory Misener
Financial advisor at Able & Strong Advisors, Inc.
Able & Strong Advisors, Inc. · $45.4M AUM
VerifiedFinancial planning
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Gregory Rudd
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Jeffrey Castolene
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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John Park
Financial advisor at Strategic Planning Group
Strategic Planning Group · $910.3M AUM
VerifiedFinancial planning
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Jolyn Ellis
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Jordan Bailey
Financial advisor at Strategic Planning Group
Strategic Planning Group · $910.3M AUM
VerifiedFinancial planning
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Kent Misener
Financial advisor at Able & Strong Advisors, Inc.
Able & Strong Advisors, Inc. · $45.4M AUM
VerifiedFinancial planning
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Lee Steorts
Financial advisor at Lanark Financial, Inc.
Lanark Financial, Inc. · $1.78B AUM
VerifiedFinancial planning
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Linda Geary
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Lisa Adamson
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Mark Faler
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Marvin Ellis
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Mathew Park
Financial advisor at Strategic Planning Group
Strategic Planning Group · $910.3M AUM
VerifiedFinancial planning
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Matthew Lorenzo
Financial advisor at Empower Advisory Group, LLC
Empower Advisory Group, LLC · $195.43B AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Bountiful, UT

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Bountiful, UT.

How this list works

Before you hire an advisor in Bountiful, UT