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Credentials
Series 65
Experience Industry experience
4 years
Location
Beaver, UT 84713
Cetera Planning Partners
Enterprise
Todd Holt is a Series 65–licensed financial advisor with Cetera Planning Partners and has four years of experience in the industry. Prior to joining Cetera, he was an Investment Advisor Representative at Avantax Planning Partners. Outside of his advisory role, Holt serves as President of Holt & Company, which provides accounting, tax preparation, and business consulting services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios tailored to client objectives and risk tolerance and provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.
Based on Cetera Planning Partners
Based on Cetera Planning Partners
$0+: up to 1.65% maximum (Advisor Fee) +: up to 0.05% maximum (Admin Fee including overlay manager fees) +: up to 0.90% maximum (Strategist Fee varies by strategist) +: up to 0.40% maximum (Optional Services Fee, varies by service)
Beaver, UT
190 N 100 E
Beaver UT 84713
Advisors at this office
1
Utah
4 years of industry experience
Cetera Planning Partners
2026 - Present • 1 year
El Segundo, CA
Avantax Planning Partners, Inc.
2022 - 2026 • 4 years
El Segundo, CA
CUBC, LLC
2017 - Present • 9 years
Delta, UT
Holt & Company
2013 - Present • 13 years
Delta, UT
3H, Inc.
2002 - Present • 24 years
Delta, UT
T & N Enterprises, LLC
1997 - Present • 29 years
Delta, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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