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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 3 Retirement Planning firms in Salt Lake City, Utah (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | LUNT CAPITAL MANAGEMENT INC. 4725 S. Holladay Blvd, Ste 220, Holladay, UT, 84117 | $466,587,516 | 565 | 7 | A Percentage of AUM, Subscription Fees |
| 2 | INTERWISE 2120 East 3900 South, Suite 301 Holladay, UT, 84124 | $180,499,332 | 812 | 4 | A Percentage of AUM, Fixed Fees |
| 3 | ATHOS PRIVATE WEALTH LLC 4725 S Holladay Blvd, Suite 130 Holladay, UT, 84117 | $103,080,699 | 475 | 5 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Salt Lake City, Utah
QualificationsFirm CRD# 125183
Assets Under Management $466,587,516
No. Of Clients565
Clients Per Financial Advisor81
LUNT CAPITAL MANAGEMENT INC. is a financial advisory firm situated in Holladay, Utah. With a nearly $467M assets under management, the firm specializes in crafting personalized retirement planning solutions for 565 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
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 316746
Assets Under Management $180,499,332
No. Of Clients812
Clients Per Financial Advisor203
INTERWISE is a financial advisory firm situated in Holladay, Utah. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 812 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
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 309862
Assets Under Management $103,080,699
No. Of Clients475
Clients Per Financial Advisor95
ATHOS PRIVATE WEALTH LLC is a financial advisory firm situated in Holladay, Utah. With a nearly $103M assets under management, the firm specializes in crafting personalized retirement planning solutions for 475 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
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Selection of Other Advisors