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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
PETERSON WEALTH ADVISORS, LLC
360 West 920 North,
Orem, UT, 84057
$479,065,46215489
A Percentage of AUM
2
FIRSTPURPOSE WEALTH LLC
462 E 800 N,
Orem, UT, 84097
$458,072,364325546
A Percentage of AUM, Hourly charges, Fixed Fees
3
CALIBER WEALTH MANAGEMENT, LLC
980 East 800 North, Suite 203
Orem, UT, 84097
$424,449,58818496
A Percentage of AUM, Hourly charges, Fixed Fees
4
SANDLOT PARTNERS, LLC
1510 East 840 North,
Orem, UT, 84097
$346,445,4832720
A Percentage of AUM, Performance Based
5
SQUIRE WEALTH ADVISORS
1329 South 800 East,
Orem, UT, 84097
$316,843,041122913
A Percentage of AUM, Hourly charges
6
KEELER THOMAS MANAGEMENT LLC
1327 South 800 East,
Orem, UT, 84097
$277,364,83779015
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
7
BLUE BARN WEALTH
370 West Center Street,
Orem, UT, 84057
$276,546,2696626
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Orem, Utah

QualificationsFirm CRD# 146349

Assets Under Management $479,065,462

No. Of Clients1548

Clients Per Financial Advisor172

PETERSON WEALTH ADVISORS, LLC is a financial advisory firm situated in Orem, Utah. With a nearly $479M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1548 clients. The team consists of 9 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 145593

Assets Under Management $458,072,364

No. Of Clients3255

Clients Per Financial Advisor71

FIRSTPURPOSE WEALTH 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 3255 clients. The team consists of 46 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
View Full Profile

QualificationsFirm CRD# 173280

Assets Under Management $424,449,588

No. Of Clients1849

Clients Per Financial Advisor308

CALIBER WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Orem, Utah. With a nearly $424M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1849 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 311409

Assets Under Management $346,445,483

No. Of Clients27

Clients Per Financial Advisor1

SANDLOT PARTNERS, LLC is a financial advisory firm situated in Orem, Utah. With a nearly $346M assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 20 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
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QualificationsFirm CRD# 117750

Assets Under Management $316,843,041

No. Of Clients1229

Clients Per Financial Advisor95

SQUIRE WEALTH ADVISORS is a financial advisory firm situated in Orem, Utah. With a nearly $317M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1229 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

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109522

Assets Under Management $277,364,837

No. Of Clients790

Clients Per Financial Advisor53

KEELER THOMAS MANAGEMENT LLC is a financial advisory firm situated in Orem, Utah. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 790 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
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 107202

Assets Under Management $276,546,269

No. Of Clients662

Clients Per Financial Advisor110

BLUE BARN WEALTH is a financial advisory firm situated in Orem, Utah. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 662 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
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops
View Full Profile

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