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Find Retirement Advisors for Retirement Planning in Park City, 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.

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Finding the Best Retirement Planners in Park City, Utah

Last Updated - April 25, 2025

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.

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List of Qualified Retirement Planning Advisors in Park City, 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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advisor
vector.svg VERIFIED

Riley Crosbie
CPA, CFP®, NSSA®
Adams Wealth Advisors

Qualifications
CRD# 6538869
Firm CRD# 286087
Series 65

Minimum Assets Required
$500,000

Advisory Services:

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

Compensation/Fee

Fee-Based, Based on Assets

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Top 5 Retirement Planning firms in Park City, Utah (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1413 Center Drive, Ste. 220
Park City, UT, 84098-7401
$1,538,053,9071138
A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
2

1441 West Ute Blvd, Suite 240,
Park City, UT, 84098
$427,554,177613
A percentage of AUM, Other (CARRIED INTEREST)
3

1389 Center Drive, Suite 200
Park City, UT, 84098
$349,782,79914
Fixed fees, Performance Based
4

1389 Center Drive, Suite 200
Park City, UT, 84098
$146,583,000211
A percentage of AUM
5

2078 Prospector Avenue, Suite 4
Park City, UT, 84060
$129,894,3821052
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Park City, Utah

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.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)
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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.

Fee Structure

  • A percentage of AUM
  • Other (CARRIED INTEREST)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
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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.

Fee Structure

  • Fixed fees
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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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.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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.

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
View Full Profile

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