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

Last Updated - April 25, 2025

Orem has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Orem, Utah have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Orem, Utah

advisor
vector.svg VERIFIED

Mitch Simkins
Farther Finance, LLC

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

Minimum Assets Required
$500,000

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

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Top 6 Retirement Planning firms in Orem, Utah (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

360 West 920 North,
Orem, UT, 84057
$567,431,332158810
A percentage of AUM
2

1510 East 840 North,
Orem, UT, 84097
$457,694,6383118
A percentage of AUM, Performance Based
3

370 West Center Street,
Orem, UT, 84057
$431,416,54476511
A percentage of AUM, Hourly charges, Fixed fees
4

1327 South 800 East,
Orem, UT, 84097
$379,274,08983913
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
5

1329 South 800 East,
Orem, UT, 84097
$377,231,871138312
A percentage of AUM, Hourly charges, Fixed fees
6

384 W Center St,
Orem, UT, 84057
$206,183,7022526
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Orem, Utah

QualificationsFirm CRD# 146349

Assets Under Management $567,431,332

No. Of Clients1588

Clients Per Financial Advisor159

PETERSON WEALTH ADVISORS, LLC is a financial advisory firm situated in Orem, Utah. With a nearly $567M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1588 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 311409

Assets Under Management $457,694,638

No. Of Clients31

Clients Per Financial Advisor2

SANDLOT PARTNERS, LLC is a financial advisory firm situated in Orem, Utah. With a nearly $458M assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 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
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 107202

Assets Under Management $431,416,544

No. Of Clients765

Clients Per Financial Advisor70

BLUE BARN WEALTH is a financial advisory firm situated in Orem, Utah. With a nearly $431M assets under management, the firm specializes in crafting personalized retirement planning solutions for 765 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
  • 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
  • Education seminars/workshops
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QualificationsFirm CRD# 109522

Assets Under Management $379,274,089

No. Of Clients839

Clients Per Financial Advisor65

KEELER THOMAS MANAGEMENT LLC is a financial advisory firm situated in Orem, Utah. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 839 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
  • Hourly charges
  • Fixed fees
  • Commission Based

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 (1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW)
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QualificationsFirm CRD# 117750

Assets Under Management $377,231,871

No. Of Clients1383

Clients Per Financial Advisor115

SQUIRE WEALTH ADVISORS is a financial advisory firm situated in Orem, Utah. With a nearly $377M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1383 clients. The team consists of 12 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
View Full Profile

QualificationsFirm CRD# 286419

Assets Under Management $206,183,702

No. Of Clients252

Clients Per Financial Advisor42

THE PROFESSIONAL FINANCIAL COMPANY LLC is a financial advisory firm situated in Orem, Utah. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 252 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
  • 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
View Full Profile

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