Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
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.
Mitch Simkins
Farther Finance, LLC
Qualifications
CRD# 5416538
Firm CRD# 302050
Series 7, 66
Minimum Assets Required
$500,000
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
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 360 West 920 North, Orem, UT, 84057 | $567,431,332 | 1588 | 10 | A percentage of AUM |
2 | 1510 East 840 North, Orem, UT, 84097 | $457,694,638 | 31 | 18 | A percentage of AUM, Performance Based |
3 | 370 West Center Street, Orem, UT, 84057 | $431,416,544 | 765 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
4 | 1327 South 800 East, Orem, UT, 84097 | $379,274,089 | 839 | 13 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
5 | 1329 South 800 East, Orem, UT, 84097 | $377,231,871 | 1383 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
6 | 384 W Center St, Orem, UT, 84057 | $206,183,702 | 252 | 6 | A percentage of AUM, Fixed fees |
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.
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.
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.
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.
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.
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.
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