Fiduciary advisors in Lehi, UT

15 registered advisers

In Lehi, 15 investment advisory firms hold SEC registration and meet fiduciary standards. 15 of those firms -- 100% -- operate on a fee-only basis, accepting no commissions.

B.O.S.S. RETIREMENT ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
Lehi, UtahCRD #171143
Typical Fee--
AUM$1.4B
Minimum--
Clients11,452

BANNER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #326949
Typical Fee--
AUM$523M
Minimum--
Clients9

DECKER RETIREMENT PLANNING INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #284281
Typical Fee--
AUM$285M
Minimum--
Clients2,461

DRIVE WEALTH ADVISERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #174728
Typical Fee--
AUM$2.2B
Minimum--
Clients4,487

MY PROSPER TEAM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #311144
Typical Fee--
AUM$53M
Minimum--
Clients435

PRESTIGE WEALTHWIDE, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #321789
Typical Fee--
AUM$198M
Minimum--
Clients187

PROVIDENT LIVING FINANCIAL SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #282665
Typical Fee--
AUM$130M
Minimum--
Clients465

REEF INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #309186
Typical Fee0.15%
AUM$234M
Minimum--
Clients4

SOLIDARITY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #322596
Typical Fee--
AUM$99M
Minimum--
Clients1

SOLIDARITY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #315843
Typical Fee--
AUM$628M
Minimum--
Clients748

STONEBRIAR WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #327618
Typical Fee--
AUM$100M
Minimum--
Clients310

SWITCHPOINT FINANCIAL PLANNING LLC

Fee-Only, No ConflictsClean Record
Lehi, UtahCRD #282856
Typical Fee--
AUM$281M
Minimum--
Clients460

THISTLE CREEK CAPITAL, LLC

Fee-Only, No ConflictsClean Record
Lehi, UtahCRD #331449
Typical Fee--
AUM$184M
Minimum--
Clients1

TOWNSQUARE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #288576
Typical Fee--
AUM$15.0B
Minimum--
Clients50,715

WEST RIM CAPITAL ASSOCIATES II, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lehi, UtahCRD #145085
Typical Fee--
AUM$1.6B
Minimum--
Clients22
Fiduciary Advisors in Lehi, Utah | FiduciaryListings