Growth Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Growth Financial provides fee-only, discretionary portfolio management primarily for individuals, entrepreneurs, business owners, high-net-worth clients, retirement accounts, trusts, estates, and family accounts. The firm also offers three complimentary, limited-scope prospective-client services focused on locating former-employer retirement accounts, reviewing entrepreneur retirement arrangements, and identifying potential tax-efficiency opportunities for prospects to review with their tax advisers.
The firm offers five investment strategies — U.S. Equity Index, International Equity, Fixed Income, and two actively managed proprietary approaches labeled Value and AI Adoption — implemented principally through ETFs and selected individual securities and informed by fundamental analysis and a longer-term orientation. Clients complete a documented Client Investment Profile and sign an adviser-prepared Investment Policy Statement; the firm then recommends one of three standardized target allocations or an individualized allocation and executes discretionary trading and periodic rebalancing.
Noteworthy features include the firm’s recent organization and lack of prior advisory operations or assets under management at the time of its filing, and the uncommon pre-engagement entrepreneur-focused complimentary reviews. The firm requires managed accounts to be maintained at a single qualified custodian, restricts discretionary accounts to securities it selects unless otherwise agreed, and retains proprietary AI-focused and value strategies that distinguish its offering among small independent advisers.
Client services
Expertise
Occupation focus
Fee options
1.00% annually (0.25% per calendar quarter) for new agreements
Account minimum: $100,000 Fee-only: Fee-only, discretionary portfolio management; no commissions or sales loads
Main office
Provo UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Becker Capital Group LLC · Growth Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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