Top financial advisors in Cedar City, UT
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Cedar City, UT, if you're navigating life changes like a new job, growing family, or planning for retirement in a community with strong job growth. A common mistake is focusing only on investments without considering how your evolving family needs and local economic factors affect your financial goals.
- Local economic insight. Look for advisors who understand Cedar City's job market trends and how they impact your income and savings potential.
- Family-focused planning. Confirm how they incorporate education costs, housing, and other family expenses into your financial roadmap.
- Experience with life stages. Ask how they adjust strategies for clients at different ages and career phases, reflecting your unique situation.
- Holistic approach. Ensure they consider both short-term needs and long-term goals, balancing growth with security as your life evolves.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Kaden K
Series 66
Cedar City, UT
Geneos Wealth Management, Inc.
Kaden Keller offers financial planning and investment advisory services in Cedar City, UT, with seven years of experience and a Series 66 designation. His firm, Geneos Wealth Management, serves diverse clients including individuals and trusts, using analytic approaches and discretionary trading, while offering flat-fee and independent advisory options that may suit clients seeking transparent and flexible fee structures.
Experience: 7 years
Avg account: $423,489
-
Travis J
Series 66
Cedar City, UT
LPL Financial
Travis Jacobsen offers wealth management and retirement planning services in Cedar City, UT, with a focus on business owners and college savings strategies. His flat-fee structure and affiliation with LPL Financial, a large firm with extensive resources, differentiate him from others by providing access to broad investment solutions and a diverse client base despite his relatively recent industry experience.
Experience: 1 year
Avg account: $399,489
-
Levi L
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Levi Larson offers 17 years of experience in Cedar City, UT, specializing in active portfolio management, private investments, and retirement income strategies, which suits clients navigating life changes in this growing community. His firm manages $140 million with a 2.0% AUM fee, serving individuals and organizations using a blend of fundamental, technical, and modern portfolio theory, providing a comprehensive investment approach compared to others.
Experience: 17 years
Avg account: $257,260
-
Matthew C
Series 66
Hurricane, UT
Cetera
Matthew Cushing offers expertise in wealth management and retirement plans tailored for business owners, making him well-suited for clients in Cedar City navigating career and family changes. His flat-fee planning options through Cetera, a large firm, provide flexible cost structures, and his experience with high earners approaching retirement adds valuable insight compared to other local advisors.
Experience: 0 years
Avg account: $306,089
-
Benjamin H
Series 63, Series 65
Cedar City, UT
Ameriprise
Benjamin Huff's 25 years of experience and focus on retirement income strategy and Social Security optimization make him well-suited for clients approaching retirement in Cedar City, UT. Affiliated with Ameriprise, a large firm offering comprehensive advisory and insurance solutions, he provides personalized, tax-efficient planning with a competitive 0.15% AUM fee, distinguishing him from advisors with smaller practices or less extensive firm resources.
Experience: 25 years
Avg account: $471,167
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Cedar City, UT
Find advisors by type
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.
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")