Managed Wealth Advantage, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Managed Wealth Advantage is a small, independent advisory firm that primarily serves individual clients with personalized financial planning and consulting on topics such as retirement, tax, estate and insurance planning. The firm does not provide continuous portfolio management itself; instead it refers clients to a single third‑party money manager and provides administrative and liaison services for those relationships.
The firm’s planning work uses fundamental analysis for insurance reviews and technical analysis for mutual funds and individual stocks, and it documents client goals to tailor recommendations. For investment management, clients complete the third‑party manager’s paperwork, the firm does not accept discretionary trading authority, and account oversight and trade execution are handled by the selected manager while the firm reviews accounts periodically.
Distinctive features for this firm include an affiliation with an insurance business and the firm owner’s active role as a licensed insurance agent who spends a majority of time on insurance activities and receives commissions for insurance sales, a relationship the brochure discloses as a potential conflict of interest. The firm also relies on fixed, negotiated planning fees and referral and incentive arrangements with its third‑party manager rather than directly charging a percentage‑of‑assets fee, and it refers roughly $8.5 million in client assets to the third‑party manager while serving a small client base.
Client services
Expertise
Fee options
Financial planning services offered based on a flat negotiable fee between $600 and $1,500
$0+: 2.15% $0+: 2.00% $0+: 1.85% $0+: 1.70% $0+: 1.70% $0+: 1.50% $0+: 1.00%
Commissions earned from insurance products sold by the firm's managing member through affiliated and unaffiliated insurance entities
Fee-only: Fixed fees for financial planning between $600 and $1,500; referral fees from third party money manager based on tiered AUM percentages
Main office
1240 East 100 South, Suite 3
Saint George UT 84790
Advisors at this office
1
Most active in
Nevada · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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