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Romney Beal Harker

Advisor at Trek Financial — Wellsvile, UT

Updated today

Credentials

CFP®, Series 65

Experience

4 years

Location

Wellsvile, UT

Trek Financial logo

Trek Financial

Multi-team

Total advisors

63

Across 33 offices

Clients per advisor

72 High

Avg AUM per client

$537,789 Typical

HNW client ratio

15% Typical

About

Romney Harker is a CFP® with four years of industry experience, currently serving at Trek Financial. He previously worked at Fullerton Financial Planning and AssetMark and has experience with several other financial and educational organizations. Outside of his advisory role, he holds a life and health insurance license. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical portfolio construction methods, including evidence-based models and AI tools, and provides a wide range of model and alternative investment options.

Client services

Based on Trek Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Consulting

Expertise

Based on Trek Financial

Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies Private / alternative investments

Occupation focus

Based on Trek Financial

Executive Founder/Business Owner

Demographic focus

Based on Trek Financial

Mid-Career Professionals HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

Fixed financial planning fees ranging from $100 to $50,000

Percentage

$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.70%

Project-based

Hourly financial planning fee up to $400 per hour

Subscriptions

Annual retainer fee for financial planning from $200 to $20,000

Other

Account minimum: $100,000 Fee-only: Financial planning fees: annual retainer $200 to $20,000; fixed fee $100 to $50,000; hourly rate up to $400/hr

Location

See office

Wellsvile, UT

Wellsvile UT

Advisors at this office

1

Most active in

Arizona · Utah

Work history

4 years of industry experience

Trek Financial

2024 - Present • 2 years

Scottsdale, AZ

Fullerton Financial Planning

2021 - 2024 • 3 years

Peoria, AZ

AssetMark

2021 - 2021 • 1 year

Phoenix, AZ

Peak Investment Coaching, LLC

2021 - 2021 • 1 year

Logan, UT

National Education Partners

2021 - 2021 • 1 year

Scottsdale, AZ

Utah State University

2020 - 2021 • 1 year

Logan, UT

Northwestern Mutual

2020 - 2020 • 1 year

Logan, UT

Cache Employment & Training Center

2019 - 2020 • 1 year

Logan, UT

Utah Youth Soccer Association

2010 - 2020 • 10 years

Layton, UT

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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David B

Series 65

Wellsville, UT

B6 Capital

David Burnett is a financial advisor at B6 Capital with one year of industry experience. He holds a Series 65 designation and has worked with DB Global, LLC since 2015 and Microflex since 2009. Outside of advising, he is involved in several non-investment businesses, including serving as owner and president of a medical glove brokerage and owning pharmacies in Utah. B6 Capital provides financial planning, investment advice, and consulting services to individual clients through customized written plans and educational workshops. The firm offers non-discretionary, advisory-only recommendations based on fundamental, technical, charting, and cyclical analysis, without taking custody of client assets.

Annuities Wealth management Retirement income strategy Business exit / sale strategy General estate planning guidance
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James V

Series 63, Series 65

Providence, UT

Connect Financial Advisors

James Vanderbeek is a financial advisor at Connect Financial Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Keystone Wealth Advisors and several management companies. Vanderbeek is also involved in managing a non-investment related management company. Connect Financial Advisors provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm develops customized investment policy statements and uses a combination of fundamental, technical, and cyclical analysis with both long-term and tactical strategies.

Charitable giving & philanthropy Retirement income strategy Cash flow / budgeting Real estate investing Founder/Business Owner Retired Executive Established Professionals Baby Boomers (Born 1946-1964)
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Nathan S

PFS™

Logan, UT

Connect Financial Advisors

Nathan Shields is a PFS™ credentialed advisor with Connect Financial Advisors in Logan, UT. He has been with the firm since 2026 and has professional experience spanning accounting and business roles at Shields CPA, Inc. and LW Miller Companies. Prior to joining Connect Financial Advisors, he worked in retail management at AI's Sporting Goods. Connect Financial Advisors provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, small businesses, trusts, and other entities. The firm uses a combination of fundamental, technical, and cyclical analysis within long-term and tactical investment strategies tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Retirement income strategy Cash flow / budgeting Real estate investing Founder/Business Owner Retired Executive Established Professionals Baby Boomers (Born 1946-1964)
user avatar

Dennis J

CFP®, Series 63

North Logan, UT

Allred Jackson Financial Planning, LLC

Dennis Jackson is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Allred Jackson Financial Planning, LLC since 2011. He is also the managing shareholder of the accounting firm Allred Jackson, P.C., where he has worked since 2000. Allred Jackson Financial Planning, LLC provides fiduciary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and retirement plans. The firm combines investment strategies using mutual funds and ETFs with integrated tax and accounting services through its affiliation with the accounting firm Allred Jackson, P.C.

Annuities Cash flow / budgeting Elder care planning Charitable giving & philanthropy College savings (529s, UTMA, etc.)
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Tyler V

CFP®, Series 66

Providence, UT

Connect Financial Advisors

Tyler Vanderbeek is a CFP® and Series 66 licensed advisor with 17 years of industry experience. He is currently with Connect Financial Advisors, where he has worked since 2022. Prior to that, he held positions at Keystone Wealth Advisors, Keystone Properties Holdings, Vancor Inc., and has been the owner of Beeks Inc. since 2002, a non-investment related business. Connect Financial Advisors is a state-registered team advisory firm serving individuals, small businesses, trusts, and retirement accounts. The firm manages discretionary portfolios and provides written financial planning using a range of investment strategies, including fundamental, technical, and cyclical analysis.

Charitable giving & philanthropy Retirement income strategy Cash flow / budgeting Real estate investing Founder/Business Owner Retired Executive Established Professionals Baby Boomers (Born 1946-1964)
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Anton A

Series 65

Logan, UT

Wealth Innovation Group

Anton Anderson is a Series 65-licensed financial advisor with six years of industry experience, currently affiliated with Wealth Innovation Group in Logan, Utah. His prior roles include positions at Coppell Advisory Solutions and Elite Investment Team. Outside the advisory business, he serves as Managing Partner of Elite Resource Team, which offers online training and in-person educational events on general business and marketing topics. Wealth Innovation Group serves individuals, high-net-worth households, business entities, and qualified retirement plans by providing discretionary portfolio management, retirement plan advisory, and comprehensive financial planning through a proprietary framework. The firm employs a long-term, asset-allocation-driven investment approach and coordinates specialist referrals via a Virtual Family Office model.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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