A complete list of active advisors currently associated with Snow Canyon Financial Planning LLC

Warmer can help you find a great advisor at Snow Canyon Financial Planning LLC or one who fits your needs even better.

Snow Canyon Financial Planning LLC provides discretionary portfolio management, pension consulting for employee benefit plans (including 401(k)s), and standalone financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm documents client goals and constraints in written Investment Policy Statements and offers regular monitoring and reporting of accounts. The firm’s investment process combines cyclical and fundamental analysis with modern portfolio theory and emphasizes long-term trading, with recommended investments that can include equities, mutual funds, ETFs, fixed income, REITs and inflation-protected bonds. SCFP generally seeks discretionary authority to implement its strategies, delivers quarterly account reviews, and issues one-time financial plans when that service is engaged. Noteworthy aspects of the firm include its recent formation and current lack of assets under management, alongside an explicit pension consulting practice that includes creating written pension plans and monitoring/recommending money managers — a service set that is less common among peers in this category. SCFP also requires clients to use a specific custodian and discloses receipt of research or services from that custodian, a relationship the brochure identifies as a potential influence on broker selection.

To learn more about the advisors currently working at Snow Canyon Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Andrew Wilcox	St. George, UT	2

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