River Family Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
River Family Advisors serves high-income individuals, professionals, business owners, and multi-generational families—with particular experience in inherited or sudden wealth and other major life transitions—by providing financial life and transition planning, family wealth planning, conversation coaching, and financial education seminars. The firm also facilitates third-party asset management relationships when investment management is needed, and offers limited consulting and family meeting facilitation.
The firm’s work is values- and vision-driven, using the Kinder Method, the C.E.R.I.™ framework, and Financial Transitionist tools to identify clients’ life goals and translate those into actionable plans. River Family Advisors does not provide discretionary portfolio management itself; instead it requires a financial life planning engagement before referring clients to vetted third-party managers (for example, AssetMark) and monitors those managers through periodic reviews.
Compared with many solo independent advisers, River Family Advisors emphasizes structured workshops and public education as part of its practice and bills planning work primarily on fixed or hourly engagement models rather than relying on asset-based fees for its core planning services. The firm’s focus on multi-year, deeply individualized planning for high-net-worth and ultra-high-net-worth households—along with specialized credentials in life planning and financial transitions—distinguishes its advisory style from more transaction- or portfolio-centered peers.
Client services
Expertise
Occupation focus
Fee options
Fixed fees from $12,600 to $36,750 annually for Financial Life and Transition Planning Services; Conversation coaching fee $2,650 per person per year.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.50% Over $5 million+: 0.30%
$185 or $350 per hour depending on work nature; max $200/hr for Utah residents.
Account minimum: $50,000 Fee-only: Fixed fees ranging from $12,600 to $36,750 annually, billed quarterly in advance; Hourly fees of $185 or $350 per hour ($200/hr max for Utah residents); Conversation coaching fee of $2,650 per person per year.
Main office
Salt Lake City UT
Advisors at this office
1
Most active in
Delaware · Utah
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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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