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

Last Updated - May 4, 2025

Salt Lake City has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Salt Lake City, Utah have an average of 14 years of experience.

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List of Qualified Retirement Planning Advisors in Salt Lake City, 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 4 Retirement Planning firms in Salt Lake City, Utah (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	4725 S. Holladay Blvd, Ste 220, Holladay, UT, 84117	$521,069,114	573	7	A percentage of AUM, Subscription fees
2	6510 S. Millrock Dr, Holladay, UT, 84121	$295,116,746	555	7	A percentage of AUM, Fixed fees
3	2120 East 3900 South, Suite 301 Holladay, UT, 84124	$230,277,509	936	4	A percentage of AUM, Hourly charges, Fixed fees
4	4725 S Holladay Blvd, Suite 130 Holladay, UT, 84117	$139,115,869	218	8	A percentage of AUM, Performance Based

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

LUNT CAPITAL MANAGEMENT INC.

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QualificationsFirm CRD# 125183

Assets Under Management $521,069,114

No. Of Clients573

Clients Per Financial Advisor82

LUNT CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Holladay, Utah. With a nearly $521M assets under management, the firm specializes in crafting personalized retirement planning solutions for 573 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Subscription fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (INVESTMENT RECOMMENDATIONS, INDEX LICENSING TO MODEL PORTFOLIO PROVIDERS. INDEX PROVIDER FOR ETFS.)

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PLATFORM WEALTH ADVISORS

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QualificationsFirm CRD# 329313

Assets Under Management $295,116,746

No. Of Clients555

Clients Per Financial Advisor79

PLATFORM WEALTH ADVISORS is a financial advisory firm situated in Holladay, Utah. With a nearly $295M assets under management, the firm specializes in crafting personalized retirement planning solutions for 555 clients. The team consists of 7 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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INTERWISE

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QualificationsFirm CRD# 316746

Assets Under Management $230,277,509

No. Of Clients936

Clients Per Financial Advisor234

INTERWISE is a financial advisory firm situated in Holladay, Utah. With a nearly $230M assets under management, the firm specializes in crafting personalized retirement planning solutions for 936 clients. The team consists of 4 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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ATHOS PRIVATE WEALTH LLC

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QualificationsFirm CRD# 309862

Assets Under Management $139,115,869

No. Of Clients218

Clients Per Financial Advisor27

ATHOS PRIVATE WEALTH LLC is a financial advisory firm situated in Holladay, Utah. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 218 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (CONSULTING)

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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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