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Find Retirement Advisors for Retirement Planning in Lehi, 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 Lehi, Utah

Last Updated - April 25, 2025

Lehi has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 13 non-vetted advisors in your local area. These retirement advisors in Lehi, Utah have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Lehi, 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

Top 13 Retirement Planning firms in Lehi, Utah (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	3333 N Digital Drive, #700 Lehi, UT, 84043	$2,016,635,518	3750	15	A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)
2	2801 North Thanksgiving Way, Suite 200 Lehi, UT, 84043	$1,623,718,883	20	29	A percentage of AUM, Performance Based
3	3400 N Ashton Blvd, Suite 190 Lehi, UT, 84043	$1,060,864,881	11886	65	Fixed fees, Other (REFERRAL FEES)
4	Thanksgiving Business Park, 2600 Executive Parkway, Suite 451 Lehi, UT, 84043	$808,470,832	3589	17	A percentage of AUM, Hourly charges, Fixed fees
5	3600 N Outlet Parkway, Suite 200 Lehi, UT, 84043	$627,846,624	748	13	A percentage of AUM, Subscription fees, Fixed fees
6	300 S 1350 E St, 2nd Floor Lehi, UT, 84043	$415,496,805	8	7	A percentage of AUM, Performance Based
7	2901 W Bluegrass Blvd, Suite 200 - 26 Lehi, UT, 84043	$227,356,165	472	4	A percentage of AUM, Hourly charges, Fixed fees
8	2889 W Ashton Blvd., Suite 125 Lehi, UT, 84043	$213,562,459	2317	21	A percentage of AUM, Hourly charges
9	525 W Sunrise Way, Lehi, UT, 84043	$207,692,748	366	4	A percentage of AUM
10	2801 N Thanksgiving Way, Suite 225 Lehi, UT, 84043	$183,632,754	1	6	Performance Based, Other (MANAGEMENT FEE (PASSED THROUGH MANAGEMENT OPERATING EXPENSES))
11	2600 N Ashton Blvd., Suite 200 Lehi, UT, 84043	$151,031,282	3	11	A percentage of AUM, Fixed fees
12	3600 N Outlet Parkway, Suite 200 Lehi, UT, 84043	$66,733,256	1	3	A percentage of AUM, Performance Based
13	3200 Club House Dr., Suite 125 Lehi, UT, 84043	$39,742,000	451	6	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Lehi, Utah

DRIVE WEALTH ADVISERS

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QualificationsFirm CRD# 174728

Assets Under Management $2,016,635,518

No. Of Clients3750

Clients Per Financial Advisor250

DRIVE WEALTH ADVISERS is a financial advisory firm situated in Lehi, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3750 clients. The team consists of 15 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 (SHARE IN THE FEE CHARGED BY THE SUB ADVISER)

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
Other (GENERAL CONSULTING SERVICES, FAMILY OFFICE SERVICES)

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WEST RIM CAPITAL ASSOCIATES II, L.P.

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QualificationsFirm CRD# 145085

Assets Under Management $1,623,718,883

No. Of Clients20

Clients Per Financial Advisor1

WEST RIM CAPITAL ASSOCIATES II, L.P. is a financial advisory firm situated in Lehi, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 29 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

Portfolio management for pooled investment vehicles

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B.O.S.S. RETIREMENT ADVISORS, LLC

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QualificationsFirm CRD# 171143

Assets Under Management $1,060,864,881

No. Of Clients11886

Clients Per Financial Advisor183

B.O.S.S. RETIREMENT ADVISORS, LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11886 clients. The team consists of 65 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees
Other (REFERRAL FEES)

Financial Planning Services

Financial planning services
Selection for other advisors

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ANDINA FAMILY OFFICES

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QualificationsFirm CRD# 151762

Assets Under Management $808,470,832

No. Of Clients3589

Clients Per Financial Advisor211

ANDINA FAMILY OFFICES is a financial advisory firm situated in Lehi, Utah. With a nearly $808M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3589 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
Hourly charges
Fixed fees

Financial Planning Services

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

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SOLIDARITY WEALTH, LLC

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QualificationsFirm CRD# 315843

Assets Under Management $627,846,624

No. Of Clients748

Clients Per Financial Advisor58

SOLIDARITY WEALTH, LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $628M assets under management, the firm specializes in crafting personalized retirement planning solutions for 748 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Subscription fees
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

BANNER CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 326949

Assets Under Management $415,496,805

No. Of Clients8

Clients Per Financial Advisor1

BANNER CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $415M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 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
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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SWITCHPOINT FINANCIAL PLANNING LLC

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QualificationsFirm CRD# 282856

Assets Under Management $227,356,165

No. Of Clients472

Clients Per Financial Advisor118

SWITCHPOINT FINANCIAL PLANNING LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 472 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
Pesnsion consulting services

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DECKER RETIREMENT PLANNING INC.

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QualificationsFirm CRD# 284281

Assets Under Management $213,562,459

No. Of Clients2317

Clients Per Financial Advisor110

DECKER RETIREMENT PLANNING INC. is a financial advisory firm situated in Lehi, Utah. With a nearly $214M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2317 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters

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PRESTIGE WEALTHWIDE, LLC

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QualificationsFirm CRD# 321789

Assets Under Management $207,692,748

No. Of Clients366

Clients Per Financial Advisor92

PRESTIGE WEALTHWIDE, LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 366 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

Financial Planning Services

Portfolio management for individuals and/or small businesses

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THISTLE CREEK CAPITAL, LLC

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QualificationsFirm CRD# 331449

Assets Under Management $183,632,754

No. Of Clients1

Clients Per Financial Advisor0

THISTLE CREEK CAPITAL, LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Performance Based
Other (MANAGEMENT FEE (PASSED THROUGH MANAGEMENT OPERATING EXPENSES))

Financial Planning Services

Portfolio management for pooled investment vehicles

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REEF INVESTMENT MANAGEMENT LLC

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QualificationsFirm CRD# 309186

Assets Under Management $151,031,282

No. Of Clients3

Clients Per Financial Advisor0

REEF INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $151M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 11 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

Portfolio management for pooled investment vehicles

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SOLIDARITY CAPITAL MANAGEMENT, LLC

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QualificationsFirm CRD# 322596

Assets Under Management $66,733,256

No. Of Clients1

Clients Per Financial Advisor0

SOLIDARITY CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Lehi, Utah. With a nearly $67M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 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

Portfolio management for pooled investment vehicles

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MY PROSPER TEAM

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QualificationsFirm CRD# 311144

Assets Under Management $39,742,000

No. Of Clients451

Clients Per Financial Advisor75

MY PROSPER TEAM is a financial advisory firm situated in Lehi, Utah. With a nearly $40M assets under management, the firm specializes in crafting personalized retirement planning solutions for 451 clients. The team consists of 6 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
Selection for other advisors

View Full Profile

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?

Get Matched With Planners

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