banner-img

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

Top Rated Financial Advisors in Logan, Utah

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Logan, Utah is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Logan, Utah with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Logan, Utah near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

badge

David Kastner

Adams Wealth Advisors
CFP®
David Kastner, a financial fiduciary, provides financial services to clients in the Logan, Utah area. David holds a CFP® certification. David has over 25 years of experience.
Logan, UT
Telephone Advisor
Telephone: 435-752-1702
Visit Advisor Website
https://adamswealthadvisors.com/

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

Name(s) of Custodian(s):
Fidelity, Schwab, etc.

badge

North Capital

CPA, CFA®
North Capital, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Salt Lake City, Utah area.
Salt Lake City, UT
Telephone Advisor
Telephone: 415-315-9916
Visit Advisor Website
https://www.northcapital.com/

Additional Information:

Years of Experience:
41 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • Based on Assets

Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

Name(s) of Custodian(s):
Schwab, TD Ameritrade, Interactive Brokers

Get Matched With Advisors