Top financial advisors in Salt Lake 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.
If you're settling into Salt Lake City and planning your financial future, you might face unique challenges like balancing growth opportunities with family needs. Without an advisor familiar with local economic trends and community values, you risk missing strategies that fit your lifestyle here.
- Local economic insight. Ask how they incorporate Salt Lake City's job market and growth sectors into your plan.
- Family-focused planning. Confirm they consider education costs, housing, and community resources in their advice.
- Experience with diverse clients. Look for advisors who have helped clients at different life stages, reflecting the area's demographic mix.
- Fee structure clarity. Understand how flat fees might benefit your financial planning over time in this region.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Devin H
Series 66
Colorado Springs, CO
Fidelity
Devin Harmon offers financial advice in Salt Lake City with a focus on charitable giving and active portfolio management, supported by Fidelity's large-firm resources. His background includes experience at local banks and educational institutions, providing insight into the community's economic and educational landscape, which may benefit clients balancing growth and family needs.
Experience: 2 years
Avg account: $234,793
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Darcel S
Series 66
Salt Lake City, UT
Trek Financial
Darcel Stucki offers financial planning in Salt Lake City with 12 years of experience and a Series 66 designation, specializing in tax-loss harvesting, options strategies, and passive investing. His firm, Trek Financial, uses a quantitative approach with strategic ETFs and tax-aware indexing, providing flat-fee options and serving diverse clients including executives and business owners, which may suit those balancing growth and family needs locally.
Experience: 12 years
Avg account: $537,789
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Tyler B
Series 63, Series 66
Salt Lake City, UT
Merrill
Tyler Bishop in Salt Lake City offers expertise in tax-loss harvesting and active portfolio management, suitable for mid-career professionals and high earners not yet rich. Affiliated with Merrill, a large firm providing diverse investment strategies and integration with Bank of America, he charges a 1.10% AUM fee for managed strategies under $2 million, distinguishing him with access to broad financial resources and tailored portfolio management.
Experience: 5 years
Avg account: $860,085
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John D
Series 63, Series 65
Salt Lake City, UT
The Prudent Planner, LLC
John Diehl offers financial planning in Salt Lake City with 16 years of experience and expertise in budgeting, college savings, and retirement strategies, addressing local family and economic needs. His firm uses diversified, tax-aware investment approaches and provides flat-fee planning options, which may appeal to clients seeking transparent fees and educational support compared to other advisors in the area.
Experience: 16 years
Avg account: $208,333
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Michael M
CFP®, Series 66
Salt Lake City, UT
LifePoint Financial Design
Michael Metzger offers tailored financial planning in Salt Lake City with 14 years of experience and CFP® certification, focusing on retirement, cash flow, and business ownership. His flat-fee structure and independent status differentiate him, alongside his firm's long-term investment approach and estate planning partnerships, catering to individuals and high-net-worth clients seeking personalized strategies.
Experience: 14 years
Avg account: $244,179
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