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Find Retirement Advisors for Retirement Planning in Bountiful, Utah

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Bountiful, Utah

Last Updated - April 25, 2025

Bountiful has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 3 non-vetted advisors in your local area. These retirement advisors in Bountiful, Utah have an average of 14 years of experience.

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List of Qualified Retirement Planning Advisors in Bountiful, Utah

VERIFIED

Mitch Simkins
Farther Finance, LLC

Qualifications
CRD# 5416538
Firm CRD# 302050
Series 7, 66

Minimum Assets Required
$500,000

Address

9980 S 300 W #200,
Sandy, UT 84070 See Details

Advisory Services:

Financial Planning, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Riley Crosbie
CPA, CFP^®, NSSA^®
Adams Wealth Advisors

Qualifications
CRD# 6538869
Firm CRD# 286087
Series 65

Minimum Assets Required
$500,000

Address

701 S Main,
Suite 400,
Logan, UT 84321 See Details

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Based, Based on Assets

Find An Advisor

Top 3 Retirement Planning firms in Bountiful, Utah (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	620 South Main Street, Bountiful, UT, 84010	$2,028,895,819	6110	32	A percentage of AUM, Hourly charges, Performance Based
2	190 South Main Street, Bountiful, UT, 84010	$513,845,387	3070	18	A percentage of AUM, Hourly charges, Fixed fees, Other (% OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS)
3	620 S Main Street, Bountiful, UT, 84010	$207,777,185	2	5	A percentage of AUM

Information on Top Retirement Planning firms in Bountiful, Utah

SUMMIT GLOBAL INVESTMENTS, LLC

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QualificationsFirm CRD# 157091

Assets Under Management $2,028,895,819

No. Of Clients6110

Clients Per Financial Advisor191

SUMMIT GLOBAL INVESTMENTS, LLC is a financial advisory firm situated in Bountiful, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6110 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (ANALYTICAL SERVICES.)

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STRATEGIC PLANNING GROUP

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QualificationsFirm CRD# 113844

Assets Under Management $513,845,387

No. Of Clients3070

Clients Per Financial Advisor171

STRATEGIC PLANNING GROUP is a financial advisory firm situated in Bountiful, Utah. With a nearly $514M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3070 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (% OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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SG TRADING SOLUTIONS, LLC

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QualificationsFirm CRD# 322928

Assets Under Management $207,777,185

No. Of Clients2

Clients Per Financial Advisor0

SG TRADING SOLUTIONS, LLC is a financial advisory firm situated in Bountiful, Utah. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for investment companies

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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