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.
Park City has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Park City, Utah have an average of 14 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
Riley Crosbie
CPA, CFP®, NSSA®
Adams Wealth Advisors
Qualifications
CRD# 6538869
Firm CRD# 286087
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 1413 Center Drive, Ste. 220 Park City, UT, 84098-7401 | $1,538,053,907 | 11 | 38 | A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS) |
2 | 1441 West Ute Blvd, Suite 240, Park City, UT, 84098 | $427,554,177 | 6 | 13 | A percentage of AUM, Other (CARRIED INTEREST) |
3 | 1389 Center Drive, Suite 200 Park City, UT, 84098 | $349,782,799 | 1 | 4 | Fixed fees, Performance Based |
4 | 1389 Center Drive, Suite 200 Park City, UT, 84098 | $146,583,000 | 21 | 1 | A percentage of AUM |
5 | 2078 Prospector Avenue, Suite 4 Park City, UT, 84060 | $129,894,382 | 105 | 2 | A percentage of AUM, Fixed fees |
QualificationsFirm CRD# 160555
Assets Under Management $1,538,053,907
No. Of Clients11
Clients Per Financial Advisor0
DW HEALTHCARE PARTNERS is a financial advisory firm situated in Park City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 175030
Assets Under Management $427,554,177
No. Of Clients6
Clients Per Financial Advisor0
DECATHLON CAPITAL MANAGEMENT II, LLC is a financial advisory firm situated in Park City, Utah. With a nearly $428M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 317143
Assets Under Management $349,782,799
No. Of Clients1
Clients Per Financial Advisor0
HST VENTURES, LLC is a financial advisory firm situated in Park City, Utah. With a nearly $350M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 286125
Assets Under Management $146,583,000
No. Of Clients21
Clients Per Financial Advisor21
SHOREPATH CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Park City, Utah. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 325781
Assets Under Management $129,894,382
No. Of Clients105
Clients Per Financial Advisor53
ECHELONS CAPITAL, LLC is a financial advisory firm situated in Park City, Utah. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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