Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
14 years
Location
St. George, UT 84770
Soltis Investment Advisors, LLC
Multi-team
Robert Merrell is a financial advisor at Soltis Investment Advisors, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Soltis since 2018. Prior to that, he was associated with Definitive Advisors LLC and Vistage International. Outside of his advisory role, Merrell serves as chairman of BROWZ LLC, a SaaS business, and is an Area Seventy for The Church of Jesus Christ of Latter-day Saints in the North America Northwest Area. Soltis Investment Advisors serves individual investors, institutions, corporations, charitable organizations, and pension/401(k) plans. The firm employs a manager selection and portfolio construction process combining Modern Portfolio Theory, quantitative screening, and qualitative due diligence, offering discretionary portfolio management, financial planning, consulting, and pension plan services.
Based on Soltis Investment Advisors, LLC
Based on Soltis Investment Advisors, LLC
Financial planning and consulting fees generally range from $500 to $50,000 fixed fee.
$0 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.15% $2,000,000 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.80% $10,000,000+: To be negotiated with Client
Performance-based fees offered to Qualified Clients contingent on performance exceeding benchmarks.
Account minimum: $750,000 Fee-only: Financial planning and consulting fees generally range from $500 to $50,000 fixed fee, or $2,500 to $6,000 per month; fees are negotiable.
St. George, UT
20 North Main, Suite 400
St. George UT 84770
Advisors at this office
32
Washington
14 years of industry experience
Soltis Investment Advisors LLC
2018 - Present • 8 years
St George, UT
Vistage International
2012 - Present • 14 years
San Diego, CA
Definitive Advisors LLC
2011 - 2017 • 6 years
Mercer Island, WA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
St. George, UT
Copperlion Investments
Brandon Henrie is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of CopperLion Investments, an independent firm based in St. George, Utah. Since 2014, he has also served as a retirement planning advisor for the Utah Retirement System, providing asset allocation advice without selling investment products. CopperLion Investments offers discretionary and non-discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, pensions, and business entities. The firm uses asset-allocation models based on fundamental, technical, cyclical, macroeconomic, and charting analysis, tailoring portfolios to client risk profiles and restrictions.
Series 63, Series 65
St. George, UT
Dance Investment Partners, LLC
Luke Dance is the principal of Dance Investment Partners, LLC in St. George, UT, holding Series 63 and Series 65 licenses with three years of industry experience. His prior experience includes roles at Andina Capital Management, Core Capital Wealth Management, and Fidelity Investments. Outside of his advisory work, he co-manages a short-term rental business with his wife. Dance Investment Partners, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, and families. The firm employs a combination of fundamental and technical analysis across a variety of investment instruments and manages both discretionary and non-discretionary accounts.
CFP®, Series 63, Series 65
Saint George, UT
Hansen Wealth Management
Brian Hansen is a CFP® professional with 16 years of industry experience, operating Hansen Wealth Management in Saint George, UT. He has managed his independent firm since 1995. Hansen Wealth Management provides personalized financial planning and discretionary investment management primarily for high-net-worth individuals, trusts, estates, corporations, and other business entities. The firm uses a core-and-satellite investment approach combining passive index and ETF holdings with selective active funds, focusing on global diversification and tailored client portfolios.
Series 65
St. George, UT
Snow Canyon Financial Planning LLC
Andrew Wilcox is a financial advisor at Snow Canyon Financial Planning LLC in St. George, UT, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Soltis Investment Advisors and the Washington County School District. Snow Canyon Financial Planning LLC offers discretionary portfolio management, pension consulting, and standalone financial planning services to individuals, high-net-worth clients, and employee benefit plans. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory, emphasizing long-term trading and regular account monitoring.
Series 63, Series 65
Saint George, UT
Managed Wealth Advantage, LLC
David Polatis is the sole advisor at Managed Wealth Advantage, LLC, an independent firm based in Saint George, Utah. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Prior to founding Managed Wealth Advantage in 2012, he has been involved in insurance sales since 1994 and owns Quadson Investments, LLC, which operates as Senior Advantage, providing insurance products and services. Managed Wealth Advantage primarily serves individual clients with personalized financial planning focused on retirement, tax, estate, and insurance planning. The firm refers clients to a third-party money manager for portfolio management and provides administrative and liaison support, combining fundamental and technical analysis in its planning approach.
CFP®, Series 63, Series 65
St. George, UT
ROI Capital Management
Michaeljohn Kudlik is a CFP® with 38 years of industry experience, currently serving as the sole advisor at ROI Capital Management. His background includes roles at Southern Star Storage, Emerson Equity LLC, and Financial Service Group, LLC, among others. He is also involved in managing self-storage real estate assets through Southern Star Storage. ROI Capital Management provides non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs fundamental analysis and a long-term trading approach, focusing on investments such as real estate funds, equities, ETFs, and private placements.
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