Top financial advisors in Price, 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 Price, UT when you're navigating local economic factors or planning for life events that impact your finances. A common pitfall is working with someone unfamiliar with regional market nuances, which can lead to missed opportunities or misaligned strategies.
- Local market insight. Confirm how they incorporate Price's economic trends into your financial plan.
- Experience with regional regulations. Ask how they handle state-specific tax rules or investment restrictions.
- Firm diversity. Consider whether their firm size affects the resources and services available to you.
- Fee structure clarity. Understand how flat fees might influence the advice and ongoing support you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Gary M
Series 63, Series 65
Price, UT
Nwf Advisory Services Inc
Gary Meeks offers extensive expertise in wealth management and active portfolio management, supported by 32 years of experience and Series 63 and 65 credentials, making him well-equipped to address financial needs in Price, UT. His firm, NWF Advisory Services Inc, manages $3.82 billion in assets and provides a range of services including retirement plan consulting and trust services, with transparent flat-fee structures that differentiate him from other local advisors.
Experience: 32 years
Avg account: $562,071
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Donald P
CFP®, Series 63
Price, UT
Cetera
Donald Petersen's 43 years of experience and CFP® certification equip him to navigate Price, UT's financial landscape, especially for clients approaching retirement or high earners not yet rich. His affiliation with Cetera, a large firm offering diverse investment programs and fiduciary services, combined with a negotiable flat-fee structure, distinguishes him from advisors with different fee models or smaller firm resources.
Experience: 44 years
Avg account: $306,089
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Riley S
Series 66, Series 63
Price, UT
Morgan Stanley
Riley Sorenson's 18 years of experience and Series 63 and 66 licenses equip him to navigate Price, UT's financial landscape, including local economic trends and regulations. Affiliated with Morgan Stanley, a large firm managing $2.74 trillion in assets, he offers access to extensive resources and structured financial planning programs, distinguishing him from advisors at smaller firms.
Experience: 18 years
Avg account: $670,481
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Anita B
CFP®, Series 66
Price, UT
Raymond James Financial
Anita Bruno's 25 years of experience and CFP® certification equip her to address financial needs in Price, UT, including retirement and business succession planning. Working with Raymond James Financial, a large firm offering flat-fee structures, she supports diverse clients with non-discretionary planning and investment consulting, distinguishing her from advisors at smaller firms or with different fee models.
Experience: 26 years
Avg account: $700,796
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Shay L
Series 65
Helper, UT
Holm & Cawley Financial Group LLC
Shay Lewis offers financial planning tailored to those approaching retirement, with expertise in general retirement planning and college savings, supported by Holm & Cawley Financial Group's diversified investment approach. His flat-fee and independent status, combined with prior experience in mining and manufacturing, distinguish him from other advisors near Price, UT, providing a unique perspective on local economic factors.
Experience: 2 years
Avg account: $441,527
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