What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Sandy, UT area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Sandy, UT Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Ray LeVitre
CFP®
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
Greg Simmons
CFP®
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
Kevin Michels
CFP®, EA
Medicus Wealth Planning, Inc.
Draper, UT
Specialties: Hourly Financial Planning, Fee-Only Investment Management
I specialize in tax-efficient investment management and financial planning.
Curtiss Smith
CFP®
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
David Swapp
CFP®, MBA
Net Worth Advisory Group
Sandy, UT
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
We provide comprehensive financial planning, diligent retirement planning, and ongoing investment management that keeps you on the path towards your life. Located in Sandy, Utah, a suburb of Salt Lake City.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
