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Find Retirement Advisors for Retirement Planning in Salt Lake City, Utah

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 you 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 registrations check. 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.

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Top 2 Retirement Planning firms in Salt Lake City, Utah (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	OLYMPUS WEALTH MANAGEMENT, LLC 6985 Union Park Center, Suite 435 Cottonwood Heights, UT, 84047	$787,732,646	586	17	A Percentage of AUM, Fixed Fees
2	THE MARTIN WORLEY GROUP 6965 Union Park Center, Suite 420 Cottonwood Heights, UT, 84047	$260,273,013	816	5	A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Salt Lake City, Utah

OLYMPUS WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 173715

Assets Under Management $787,732,646

No. Of Clients586

Clients Per Financial Advisor34

OLYMPUS WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Cottonwood Heights, Utah. With a nearly $788M assets under management, the firm specializes in crafting personalized retirement planning solutions for 586 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A Percentage of AUM
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
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THE MARTIN WORLEY GROUP

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QualificationsFirm CRD# 169006

Assets Under Management $260,273,013

No. Of Clients816

Clients Per Financial Advisor163

THE MARTIN WORLEY GROUP is a financial advisory firm situated in Cottonwood Heights, Utah. With a nearly $260M assets under management, the firm specializes in crafting personalized retirement planning solutions for 816 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
Hourly charges
Fixed Fees

Financial Planning Services

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services
Selection of Other Advisors

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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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