Top financial advisors in St. George, 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 St. George, UT, and planning your financial future, you might face unique challenges like balancing growth opportunities with family needs. A common mistake is overlooking how local economic trends and community values affect your investment and retirement plans.
- Local market insight. Ask how they incorporate St. George's job growth and family-oriented culture into your financial strategy.
- Generational planning. Confirm their experience working with clients at your life stage, whether you're building wealth or preserving it.
- Fee structure clarity. Understand how their fees align with the services they provide, especially if they offer flat-fee options.
- Firm size impact. Inquire how working with advisors from large firms versus independent ones might affect your personalized attention and resources.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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John S
Series 66
St George, UT
Edward Jones
John Shepherd's 19 years of experience and Series 66 designation equip him to address wealth management and multi-generational wealth transfer needs in St. George, UT. Working with Edward Jones, a large firm serving over four million clients, he offers a comprehensive range of investment strategies and a fee structure of up to 1.35% annually, which may differ from advisors at smaller firms.
Experience: 19 years
Avg account: $246,728
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Michaeljohn K
CFP®, Series 63, Series 65
St. George, UT
ROI Capital Management
Michaeljohn Kudlik offers tailored financial planning in St. George, UT, with 38 years of experience and CFP® certification, specializing in college savings, life insurance analysis, and budgeting. As an independent advisor at ROI Capital Management, he employs a long-term investment approach and charges a 0.37% AUM fee plus $200 hourly for planning, distinguishing him from larger firms with different fee structures.
Experience: 38 years
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Kim C
CFP®, ChFC®, Series 63
St. George, UT
Ausdal Financial Partners, Inc.
Kim Cowdell brings 43 years of experience and holds CFP® and ChFC® certifications, making him well-equipped to address retirement plans for business owners and business exit strategies in St. George, UT. As an independent advisor at Ausdal Financial Partners, he offers flat-fee financial planning with negotiable fees, combining personalized service with access to diverse investment and insurance products.
Experience: 43 years
Avg account: $220,873
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Brandon O
Series 65
St. George, UT
RFG Advisory, LLC
Brandon Olson offers financial planning in St. George, UT, with a focus on retirement, annuities, and life insurance needs analysis, supported by 10 years of experience and a Series 65 designation. His independent, flat-fee approach with minimum fixed fees and use of model portfolios and third-party managers distinguishes him from advisors at larger firms, providing tailored diversification and risk management.
Experience: 11 years
Avg account: $295,694
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Jared W
CFP®, Series 66
Saint George, UT
Raymond James Financial
Jared Wyson offers expertise in retirement income strategy and wealth management, well-suited for clients in St. George balancing growth with family needs. Affiliated with Commonwealth Financial Network, a large firm, he provides flat-fee consulting options and combines active portfolio management with tax-loss harvesting, differentiating him from advisors focused solely on passive investing.
Experience: 12 years
Avg account: $700,796
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