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Find Retirement Advisors for Retirement Planning in Sandy, Utah

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

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 Sandy, Utah

Last Updated - April 25, 2025

Sandy 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 Sandy, Utah have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Sandy, Utah

VERIFIED

Mitch Simkins
Farther Finance, LLC

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

Minimum Assets Required
$500,000

Address

9980 S 300 W #200,
Sandy, UT 84070 See Details

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 Sandy, Utah (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300	A percentage of AUM, Performance Based
2	9017 S Riverside Dr., Suite 210 Sandy, UT, 84070	$3,206,698,268	14301	156	A percentage of AUM, Hourly charges
3	9017 S Riverside Dr Suite 210, Sandy, UT, 84070	$2,287,672,457	15718	46	A percentage of AUM, Hourly charges, Fixed fees
4	111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$725,883,937	4	2300	A percentage of AUM, Performance Based
5	75 W. Towne Ridge Parkway, Suite 460 Sandy, UT, 84070	$632,116,727	2700	16	A percentage of AUM, Hourly charges, Fixed fees
6	10050 South State Street, Sandy, UT, 84070	$200,605,006	2712	18	A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Sandy, Utah

BRIDGE INVESTMENT GROUP

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QualificationsFirm CRD# 159127

Assets Under Management $47,001,314,000

No. Of Clients132

Clients Per Financial Advisor0

BRIDGE INVESTMENT GROUP is a financial advisory firm situated in Sandy, Utah. With a nearly $47B assets under management, the firm specializes in crafting personalized retirement planning solutions for 132 clients. The team consists of 2300 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
Other (PORTFOLIO MANAGEMENT FOR JOINT VENTURES)

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DIVERSIFY ADVISORY SERVICES, LLC

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QualificationsFirm CRD# 326060

Assets Under Management $3,206,698,268

No. Of Clients14301

Clients Per Financial Advisor92

DIVERSIFY ADVISORY SERVICES, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14301 clients. The team consists of 156 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 services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

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DIVERSIFY WEALTH MANAGEMENT, LLC

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QualificationsFirm CRD# 329878

Assets Under Management $2,287,672,457

No. Of Clients15718

Clients Per Financial Advisor342

DIVERSIFY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15718 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 services
Portfolio management for individuals and/or small businesses

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BRIDGE NET LEASE FUND MANAGER LLC

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QualificationsFirm CRD# 316623

Assets Under Management $725,883,937

No. Of Clients4

Clients Per Financial Advisor0

BRIDGE NET LEASE FUND MANAGER LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $726M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 2300 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
Other (PORTFOLIO MANAGEMENT FOR REITS)

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NET WORTH ADVISORY GROUP, LLC

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QualificationsFirm CRD# 126983

Assets Under Management $632,116,727

No. Of Clients2700

Clients Per Financial Advisor169

NET WORTH ADVISORY GROUP, LLC is a financial advisory firm situated in Sandy, Utah. With a nearly $632M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2700 clients. The team consists of 16 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
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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NEW MILLENNIUM GROUP

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QualificationsFirm CRD# 299249

Assets Under Management $200,605,006

No. Of Clients2712

Clients Per Financial Advisor151

NEW MILLENNIUM GROUP is a financial advisory firm situated in Sandy, Utah. With a nearly $201M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2712 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
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

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Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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