Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Tyler B

Series 65

Springville, UT

J. W. Cole Advisors, Inc.

Tyler Bird is a financial advisor with J. W. Cole Advisors, Inc., holding a Series 65 designation and one year of industry experience. He has been associated with J.W. Cole Financial, Inc. since 2019 and Arrivasure Wealth since 2015. Tyler also serves as an advisor at ArrivaSure Wealth, where he meets with clients and manages portfolios. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a nationwide network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions on either a discretionary or non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
user avatar
firm logo

Richard B

ChFC®, Series 63, Series 65

Springville, UT

J. W. Cole Advisors, Inc.

Richard Bird is a financial advisor with J. W. Cole Advisors, Inc. in Springville, UT, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has worked at several firms including Arrivasure Wealth and Berthel Fisher & Company Financial Services. Outside of his advisory roles, he operates a CPA firm focused on tax preparation and serves as an executor for his deceased father's estate. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions using discretionary or non-discretionary strategies.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")