Fiduciary advisors in Holladay, UT

4 registered advisers

There are 4 SEC-registered fiduciary advisors based in Holladay. Of those, 4 operate on a fee-only compensation model.

ATHOS PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holladay, UtahCRD #309862
Typical Fee--
AUM$177M
Minimum--
Clients713

INTERWISE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holladay, UtahCRD #316746
Typical Fee--
AUM$273M
Minimum--
Clients960

LUNT CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holladay, UtahCRD #125183
Typical Fee--
AUM$601M
Minimum--
Clients580

PLATFORM WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Holladay, UtahCRD #329313
Typical Fee--
AUM$329M
Minimum--
Clients557
Fiduciary Advisors in Holladay, Utah | FiduciaryListings