8 Best Financial Advisors in Salt Lake City, Utah • Benzinga

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Salt Lake Metropolis is the Das Kapital and most populous city of Utah. For this reason, finding a financial advisor can be downright overwhelming.

Benzinga's here to help you. We've narrowed down your options supported the area of expertise, account minimums and fee complex body part. Find out which firms ready-made the cut.

1. Best for Active Portfolio Management: Garrett Capital Inc.

Garrett Capital is a certified financial consultive firm that has been around for over 20 years. The firm specializes in attractive an astir role in the management of its portfolios. This go about has delivered consistent and favorable returns for its private and institutional clients by staying vigilant and responsive.

Garrett offers alternative and traditional investiture strategies. The firm's main priority is capital preservation. It believes that it's more important to preserve capital than to make big gains and give those gains back or end upwardly with less capital than you started.

GARRETT CAPITAL INVESTMENT MANAGEMENT

Foremost For

Customizable Robo Investing

2. Best Robo-Consultant: M1 Finance

M1 Finance is an superior money direction platform with over 14,000 5-star ratings and 150,000 users. It has a hardy platform that allows you to seamlessly invest, spend and take over your money.

You can use M1 to access your cash and spend with its checking chronicle. Borrowing money has never been easier. M1 gives you access to a flexible line of citation with just $10,000 invested with. You can also use its intelligent automation to clothe in a portfolio of exchange-listed funds (ETFs) and stocks.

Upgrade to the M1 Addition bill for $125 to advance more perks. You hind end borrow at 2%, earn 1% cash back and 1% annual percentage output (APY) on checking business relationship balance.

3. Best for Individuals and Institutions: John Tuzo Wilson Commercial enterprise Advisors

Wilson Financial Advisors (WFA) is a fee-but, comprehensive commercial enterprise planning firm. The fresh has been offering objective advice for 25 years, building long-lasting relationships.

WFA offers a variety of financial planning services to individuals and institutions. Some of these services include investment advising and portfolio conception, immediate payment flow and retreat planning, insurance planning, tax planning and estate planning.

The firm offers a free half-hour consultation to acquaint you with its services and give you an estimate of the cost. During this consultation, you can bump out if the firm is a good fit away assessing its capabilities.

WILSON FINANCIAL ADVISORS, Iraqi National Congress.

4. Best Motorized App: Betterment

Amelioration is an excellent app for beginner investors and seasoned pros. The app recommends a portfolio that's straight to how much money you want to clear and when you need it. The app also automates tax-thrifty strategies to help you make the most of your money.

You can choose betwixt Betterment Whole number and Premium. The digital plan doesn't postulate any minimum account balance and charges an period fee of 0.25% of your assets under management (Aum).

Betterment Exchange premiu is an upgraded plan that charges 0.40% of AUM p.a.. Information technology requires a minimum of $100,000 in investable assets. With this advance, you can as wel get unlimited phone access to certified business enterprise planners^™ (CFP^®'s). Betterment's client support is procurable 24/5 and you can become advice packages starting at $199.

5. Best for Affluent Individuals: Business Integrity

Financial Wholeness is a selective independent preparation settled serving high net-worthy individuals, highly compensated executives and business owners. The steadfastly offers business enterprise preparation in 6 Major planning areas: retreat, task, investiture, business, risk management and estate.

Financial Integrity implements a comprehensive 5-step process to blueprint your financial design and assistant you select planning strategies. Those 5 stairs let in:

Data gathering
Rating and analysis
Excogitation
Presentation and recommendation
Execution

INTEGRITY FINANCIAL PLANNING

Pricing

Fees range supported deposit amount and services used

6. Best Portfolio Analysis: Personal Capital

Personal Capital gives you the chance to view all your accounts (IRAs, checking, credit cards, nest egg, etc.) at one time to help manage your finances and keep trail of spending. You give the axe see your net worth and use business tools on your earphone, tablet or your computer.

Personalised Capital offers managed services if you have at least $100,000 in investable assets. You can get access to a financial advisor who can provide you with tax optimization strategies and a framework to meet your long- and short-term plans.

7. Best for Taxation-Oriented Preparation: Veritas Wealth Management, LLC

Veritas Wealth Management is a registered investment funds advisor that helps individuals, families and businesses attain long-terminal figure financial goals.

Veritas is primarily for those who are concerned about their returns after taxes. The firm's founder, Troy Knighton, is a CPA (CPA) and specializes in complex tax and estate planning needs.

Arsenic part of the tax-oriented planning, the firm deals with primary tax-related issues that include the undermentioned: taxes on the sales agreement of a home, tax-efficient withdrawals, tax rules applicable to retreat accounts and tax implications of a divorce.

VERITAS WEALTH MANAGEMENT, LLC

8. Best for Fiduciary Provision: Five Seasons Financial Planning, LLC

Cinque Seasons Financial Planning is an investiture advisory firm in Salinity Lake City. The firm offers discretionary investment direction and integrated financial planning services. The firm's founder, Paul Wintertime, is highly qualified and holds a chartered securities analyst (CFA) and a certified financial planner^™ (CFP®) certification.

The firm is a fiduciary and adopts a fee-only business enterprise mould. This means that information technology has an unconditional obligation to offer unbiased financial advice and to stave off conflicts of interest. Information technology is not compensated through the sale of financial products and ensures that every conclusion is made in your best interest.

FIVE SEASONS Fiscal Provision LLC

Frequently Asked Questions

Q: Do I need a financial advisor for retirement?

A: Hiring a financial advisor for retirement can be helpful if you lack the time and expertness. They can supply great value by creating a spatiotemporal plan and implementing tax-rescue strategies to ensure you are financially sound.

Q: Can I verbalize to a fiscal adviser for release?

A: Yes, your first consultation with an advisor is usually free.

Q: How john I research the ground of my financial advisor?

A: The U.S. Securities and Central Commission (SEC) website provides a complete list of enrolled advisors and firms. Once you find the advisor, you can check if there are any disclosures to run into if they have a clean strict book.

Find a Financial Advisor in Salt Lake City

Consulting a goodness business enterprise advisor stool certainly easiness your fiscal burden. They provide the guidance you penury to achieve your financial goals and manage your investments. Make steady you consult multiple advisors before you make your net conclusion.

Methodology

To square up the top financial advisors in Salt Lake City, we pored done all Securities and Exchange Commission-recorded advisory firms who have an office in Salt Lake City. To winnow down the list we only when enclosed advisors who were registered fiduciaries, had no prehistoric disclosures and have minimal personal conflicts of interest. To further give out the list to the true top advisors in the area, we gave system of weights to advisors that offer some investment direction and planning, receive no conflicts of interest, have a wrap fee program and have terminated $50 million in assets low-level management.

Show also: BEST ACCELERATORS IN SALT LAKE CITY, RANKED

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