Top financial advisors in Ogden, 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 Ogden, UT when you're navigating life changes like a new job, growing family, or planning for retirement in a community with strong job growth. Without focused guidance, it's easy to overlook how local economic factors and family goals affect your financial plan.
- Local economic insight. Ask how they incorporate Ogden's job market trends into your investment and income strategies.
- Family-focused planning. Confirm they consider your household's evolving needs, such as education costs or caregiving.
- Experience level. Inquire about their years managing plans for clients with similar life stages and goals.
- Fee structure clarity. Understand how their fees align with the services they provide to avoid surprises.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Thomas T
Series 66
Ogden, UT
Edward Jones
Thomas Tucker offers wealth management and multi-generational wealth transfer services in Ogden, UT, supported by seven years of experience and a Series 66 credential. Affiliated with Edward Jones, a large firm serving over four million clients, he provides access to extensive advisory programs and investment solutions with a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 8 years
Avg account: $246,728
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Tonya C
Series 63
Ogden, UT
LPL Financial
Tonya Cummings offers expertise in wealth management and retirement plans for business owners, making her well-suited for clients in Ogden navigating life changes like retirement or business transitions. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and consulting, supported by nine years of experience and a Series 63 designation, distinguishing her with both local insight and flexible fee options.
Experience: 10 years
Avg account: $399,489
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Micah S
Series 63, Series 65
Los Angeles, CA
Merrill
Micah Scheinberg's 29 years of experience at Merrill in Ogden, UT, equip him to address complex financial needs like managing concentrated stock and alternative investments, which can be crucial during life transitions. His focus on high earners and mid-career professionals, combined with a 1.10% AUM fee for managed strategies under $2 million, distinguishes him from others by offering seasoned expertise within a large firm setting.
Experience: 30 years
Avg account: $860,085
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Garrett S
Series 66
Ogden, UT
Ascend Investment Partners
Garrett Smith offers financial advice in Ogden, UT, with 12 years of experience and a Series 66 designation, specializing in annuities, options and derivatives strategies, real estate investing, and active portfolio management. His firm, Ascend Investment Partners, serves both individual and high-net-worth clients using a structured CLIMB planning process and diverse investment strategies, charging hourly fees ranging from $100 to $500 based on service complexity.
Experience: 13 years
Avg account: $666,472
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James S
Series 63, Series 66
Ogden, UT
Raymond James Financial
James Smith offers over two decades of experience in Ogden, UT, specializing in retirement and business succession planning with a flat-fee structure that provides cost clarity. Affiliated with Raymond James Financial, a large firm serving diverse clients, he emphasizes advisory and implementation support, distinguishing him from advisors focused on discretionary management.
Experience: 22 years
Avg account: $700,796
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