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Top Rated Financial Advisors in Salt Lake City, 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 Midvale, 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 Midvale, 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 Midvale, 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.

Jim Dowd

North Capital
CFA® CPA
Jim Dowd, a financial fiduciary, has been a Paladin Registry member since 2009. Jim is the owner of North Capital. Jim holds Chartered Financial Analyst , Certified Public Accountant certifications. Jim has over 34 years of experience. Jim provides financial services to clients in the SALT LAKE CITY, Utah area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable

Additional Information:

Years of Experience:
34 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Other

    Name(s) of Custodian(s):

  • Schwab
  • TD Ameritrade
  • Interactive Brokers

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

Copperwynd Financial

Copperwynd Financial, a financial fiduciary firm, has been a Paladin Registry member since 2017. Copperwynd Financial provides financial services to clients in the Scottsdale, Arizona area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah
  • Investment Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah
  • Insurance Products for Commission: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Nevada
    • Texas
    • Utah

Additional Information:

Years of Experience:
19 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • TD Ameritrade
  • Jefferson National
  • American Funds

Richard Janke, CFP®

Financial Insight Center
CFP®
Richard Janke, CFP®, a financial fiduciary, has been a Paladin Registry member since 2019. Richard is the partner in Financial Insight Center. Richard holds a Certified Financial Planner certification. Richard has over 15 years of experience. Richard provides financial services to clients in the Salt Lake City, Utah area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Arizona
    • California
    • Colorado
    • Idaho
    • Texas
    • Utah
    • Washington
    • Wyoming
  • Insurance Products for Commission: State List
    • Idaho
    • Texas
    • Utah
    • Washington

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • SEI Private Trust

Marty Watkins

TrueNorth Wealth
CFP®
Marty Watkins, a financial fiduciary, has been a Paladin Registry member since 2021. Marty is the owner of TrueNorth Wealth. Marty holds a Certified Financial Planner certification. Marty has over 28 years of experience. Marty provides financial services to clients in the Salt Lake City, Utah area.

Additional Information:

Years of Experience:
28 Years

Jason Sandos

Sandos Financial Inc
Jason Sandos, a financial fiduciary, has been a Paladin Registry member since 2020. Jason is the owner of Sandos Financial Inc. Jason has over 20 years of experience. Jason provides financial services to clients in the South Jordan, Utah area.
  • State Licences:
  • Financial Advice, Services for Fees: Utah
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Utah

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):

  • Folio Institutional

Todd W Sirrine

Colwyn Investments
MBA
Todd W Sirrine, a financial fiduciary, has been a Paladin Registry member since 2020. Todd holds a Master of Business Administration certification. Todd has over 25 years of experience. Todd has over 5 years of experience with Colwyn Investments firm. Todd provides financial services to clients in the South Jordan, Utah area.

Additional Information:

Years of Experience:
25 Years

Jack C Sterling PhD

Colwyn Investments
MBA
Jack C Sterling PhD, a financial fiduciary, has been a Paladin Registry member since 2020. Jack is the owner of Colwyn Investments. Jack holds a Master of Business Administration certification. Jack has over 21 years of experience. Jack has over 11 years of experience with Colwyn Investments firm. Jack provides financial services to clients in the South Jordan, Utah area.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

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Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.