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Seth Nathan Whitehouse

Advisor at Gradient Advisors, Llc — Hyrum, UT

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Hyrum, UT

Gradient Advisors, Llc logo

Gradient Advisors, Llc

Multi-team

Total advisors

182

Across 154 offices

Clients per advisor

12 Very Low

Avg AUM per client

$134,534 Very Low

HNW client ratio

2% Very Low

About

Seth Whitehouse is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and currently based in Hyrum, Utah. He has been with Gradient Advisors since 2026 and has prior experience in self-employment and service with the Utah Army National Guard. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Client services

Based on Gradient Advisors, Llc

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Gradient Advisors, Llc

Retirement income strategy General tax planning

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Fee options

Other

Minimum fee: Financial planning fees range from $300 up to more than $2,000, negotiable based on complexity and advisor experience. Fee-only: Fixed fees for financial planning and consulting services, negotiable between $300 and over $2,000, possibly recurring (e.g., quarterly).

Location

See office

Hyrum, UT

Hyrum UT

Advisors at this office

1

Most active in

Utah

Work history

< 1 year of industry experience

Gradient Advisors, LLC

2026 - Present • 1 year

Arden Hills, MN

Self Employed

2022 - Present • 4 years

Ogden, UT

Utah Army National Guard

2017 - 2023 • 6 years

American Fork, UT

Utah State University

2016 - 2020 • 4 years

Logan, 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)
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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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Jaeden M

CFP®, Series 65

Logan, UT

Riley S. Crosbie Advisory, LLC

Jaeden May is a CFP® with five years of industry experience, currently advising at Riley S. Crosbie Advisory, LLC. His work history includes roles at BFS Partners and Adams Wealth Management, LLC. Prior to his financial services career, he worked in education and athletics, including a position with Cache County School District and Airbound Gymnastics. Riley S. Crosbie Advisory, LLC provides portfolio management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm utilizes a combination of cyclical and fundamental analysis along with quantitative methods and modern portfolio theory to develop long-term, model-based investment strategies tailored to client risk profiles.

General retirement planning College savings (529s, UTMA, etc.) Life insurance needs analysis Income planning Debt management
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