Heber, UT Office

Corrado Advisors, LLC is a team-based registered investment adviser with four advisors managing roughly $253 million for about 337 clients. The firm serves individuals (including high-net-worth clients), business entities, trusts, estates and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan services.

The firm’s process begins with an assessment of each client’s objectives and allocates assets across equities, fixed income, mutual funds and ETFs, and—when appropriate—may incorporate structured notes, buffer ETFs, options, initial public offering allocations, or selected independent managers. Corrado provides ongoing monitoring and rebalancing, offers standalone financial planning and consulting, and allows clients to impose written restrictions or to engage other implementers for execution or tax/accounting work.

What is distinctive about Corrado is its operational affiliations: certain owners and representatives are principals in CFG CPA (a certified public accounting firm) and Corrado Risk Management (an insurance agency), and the firm’s Chief Compliance Officer is licensed to practice law and may provide legal services in his separate capacity. These relationships involve shared office resources and personnel and are disclosed as potential conflicts of interest; Corrado notes that affiliated services are provided under separate agreements and that clients are not required to use the affiliates.