Find a financial advisor in Riverton, UT

Find financial advisors in Riverton, UT

Find financial advisors in Riverton, UT

Share a few details and we'll show you the best financial advisors in your area.
Zip code

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Find financial advisors in Riverton, UT

Share a few details and we'll show you the best financial advisors in your area.
Zip code

Service type

Top 10 financial advisors in Riverton, UT

Clients agree: these Riverton financial advisors are highly rated for knowledge, experience, communication, and more.
Affordable Legal Documents LLC / Estate & Asset Protection Systems LLC

Affordable Legal Documents LLC / Estate & Asset Protection Systems LLC

New on Thervo
Offers online services
4 hires on Thervo
23+ years in business
Serves Riverton, UT
“Finally, professional legal documents at an affordable price.” Larry Mulcock You want a fair exchange. You know you need to plan for the future and put your affairs in order now before something happens, but traditional providers of estate planning are so expensive. I started Affordable Legal Documents to make it possible for more people to participate in our legal system affordably. Now you can easily do the right thing for you and your family at an affordable price. Even if cost is not a major consideration for you, you want to be confident that your plan will be done right and do what you want it to do. Affordable Legal Documents takes ...
Capstone Financial Partners, Utah

Capstone Financial Partners, Utah

5.0(4)
Offers online services
9+ years in business
Serves Riverton, UT
Michael H. says, "Jordan has been a true professional to work with -- he's showed me numerous options and tailored them to my approach with investing so that I feel comfortable." Read more
Pratt And LeFevre Corporation, Management Accountants

Pratt And LeFevre Corporation, Management Accountants

5.0(1)
16+ years in business
Serves Riverton, UT
Tiffany S. says, "I became acquainted with Pratt and LeFevre Corporation when I was just a baby entrepreneur testing my weight on the branch. The education I have recieved through becoming a client, and eventually partnering with them for mutual growth has been a more submersive and unique learning experience I've ever engaged with. In my first two years of business I more than doubled my profits, feel more secure with my assets and liability than I ever have, and have already seen the benefits of their tax strategy. Obviously, I highly recommend them to any and all small businesses and entrepreneurs who intend to grow, succeed, and build a legacy to last generations." Read more

Your Personal Financial Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do financial planners charge?

Financial planners charge a flat fee or an hourly rate for their services. A fee-only financial planner charges a flat fee for services ranging from $1,000 to $10,000 to develop a comprehensive financial plan.

A financial planner's hourly rates range from $200 to $400 per hour, depending on the advisor's experience. The larger and more complex your portfolio, the more time the financial planner will spend helping you develop a financial plan.

In contrast, financial advisors commonly charge a percentage of the assets under management (AUM). The standard fee for financial advisors is .0.25% to 1% of AUM, so for investors with $100,000 in assets, the annual fees would be $1,000. Some financial advisors serve only wealthy clients and set a minimum size for investment accounts. However, the more money the advisors manage, the lower the percentage fee they will charge.

What is a financial planner?

A financial planner helps to create a long-term financial plan for your wealth. Financial planners may sell commission-based products like life insurance, but their primary focus is helping you manage your finances including creating a budget, saving for emergencies, building college funds for your children, retirement planning, and estate planning.

A financial advisor is different from a financial planner in that their main purpose is to offer guidance and advice on financial matters like investments. They help you make informed decisions to build wealth and achieve your financial goals.

Are financial planners worth the cost?

A financial planner is worth the cost, especially if you have debt to consolidate or need help reaching your financial goals. Working with a financial planner can help you grow your wealth, manage your assets, and plan for retirement. They provide the expertise to make sound financial decisions while saving you time on researching financial investments and savings accounts. Employing a financial planner gives you peace of mind that you are making responsible financial decisions and have a plan for the future.

If you are considering working with a financial planner, be sure to:

  • Ask about all of the fees associated with the services you are interested in.
  • Make sure the financial planner you choose is a fiduciary. These financial planners have a fiduciary duty or legal obligation to act in your best interest, rather than looking for investments that pay the highest commissions.
  • Only agree to financial investments or products when you understand the risk and potential benefits.

How much money should I have before hiring a financial planner?

There is no minimum amount of money you should have before hiring a financial planner. Some financial planners have minimum account balance requirements, which can range from $50,000 to $1 million or more. If you have less than the minimum account balance, you may still be able to find a financial planner willing to work with you if you pay a higher fee.

Online financial planners are often more affordable than traditional financial planners and may not have minimum account balance requirements. Online planners can be accessed from anywhere with an internet connection, giving you the flexibility to work with an advisor on your schedule. These companies also have access to a wider range of expertise, employing a network of advisors with different specialties able to create a personalized financial plan tailored to your specific needs and goals.

How do I choose a financial planner?

Choosing a financial planner is a major life decision that can help you achieve your financial and retirement goals. Do not settle for a planner based on their price or location. Instead, do your research and find a planner that specializes in the services you need. If debt consolidation is an issue, find a planner that can help you reduce your debt while still building your savings. If you want to retire early, find a planner that can help you invest in products to help you reach your goals sooner.

Here are some tips to help you find the best financial planner for you:

  • Do your research by reading reviews, comparing fees, and learning about the different planning services available.
  • Interview several advisors in person to be sure you are comfortable with their personality and philosophy.
  • Make sure the planner is a fiduciary that will act in your best interests.
  • Ask about their fee structure and make sure the "all-in" costs fit your budget.
  • Get everything in writing including the services they provide, how they will be compensated, and any extra fees you should expect.
  • Be prepared to ask questions about their approach to financial planning and how they will handle your specific situation.

What questions should I ask a financial planner?

Before committing to a financial planner, make sure you are hiring the best person for you and your financial situation. Schedule interviews with several potential advisors and ask these important questions:

  • Are you a fiduciary?
  • What is your fee structure?
  • What additional fees should I expect?
  • What are your qualifications?
  • How often will we meet?
  • Will you be available for phone calls or emails outside of scheduled appointments?
  • What is your investment philosophy?
  • Will you help me invest in ethically responsible companies?

Reviews for Riverton financial advisors

Recent success stories from people in the Riverton area.
Palmer
Jordan did a great job explaining options and directing my financial opportunities. He could really help understanding and direction. Thanks
Capstone Financial Partners, Utah
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Riverton financial advisors by service