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Best Financial Advisors in Saint George

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TrueNorth Wealth logo
FEATURED
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TrueNorth Wealth

335 East St. George Blvd #303, St. George, UT 84770
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  • Estate Planning
  • Retirement Planning

Business Description

TrueNorth Wealth is an advisory firm that serves Saint George. With more than three decades of experience, it has been offering tailored financial planning solutions, with a focus on high-net-worth clients. It assists them in developing plans to achieve their financial goals, such as meeting education expenses or preparing for a successful retirement. It offers an array of services, including estate, income tax, insurance, investment, and retirement planning. TrueNorth Wealth has been operating for more than a decade and has been handling $800 million in assets.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (10)
Google
5.0 / 5 (6)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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SmartAdvisor by SmartAsset logo
FEATURED
Free consultation

SmartAdvisor by SmartAsset

Saint George, UT
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Business Description

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0
Google
3.2 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
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Detail
––

Price: Free consultation

Advanced Financial Planning, LLC logo
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Advanced Financial Planning, LLC

20 North Main Street Suite 307, St. George, UT 84770
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  • Retirement Planning

Business Description

Advanced Financial Planning, LLC, is a wealth management firm that serves clients in Saint George. It helps individuals and business owners in reaching their financial goals through retirement planning, investment management, and employee benefits. Its financial advisors have adopted a team approach to meeting the financial planning needs of clients based on their unique needs and objectives. Founder Telton Hall is a certified financial planner. He was inspired to become a financial advisor to serve the financial needs of babyboomers and retirees.

Bridges Wealth Preservation, Inc. logo
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Bridges Wealth Preservation, Inc.

1031 S Bluff St, Saint George, UT 84770
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  • Estate Planning
  • Insurance Products
  • Financial Planning

Business Description

Bridges Wealth Preservation, Inc., helps the people of Saint George obtain their ideal retirement. The firm assists clients in executing a retirement income plan through services like tax-efficient strategies, estate planning, portfolio management, social security maximization, 401(k) rollovers, and IRAs. It also helps individuals build their assets through holistic wealth management. The process includes using different asset classes and instruments, products, and services to maximize returns. Founder Lynn Bridges has over 33 years of industry experience.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
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Cornerstone Wealth Management logo
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Cornerstone Wealth Management

912 West 1600 South Ste B102, St. George, UT 84790
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  • Financial Planning
  • Wealth Management

Business Description

Cornerstone Wealth Management advises its Saint George-based clients in taking steps toward a healthier financial life. The company assists high-net-worth individuals, families, and foundations by providing a comprehensive and objective financial plan that targets the client's long-term goals in financial security. Its team of financial advisors helps the client break down their complex financial situation into simpler terms by focusing on services such as tax management, investment planning, retirement planning, estate planning, risk management, and education funding.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Heaton Financial logo
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Heaton Financial

1224 S River Rd. Suite A-103, St. George, UT 84790
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  • Certified Financial Planner (CFP)

Business Description

Heaton Financial is a financial advisory firm that serves clients in Saint George. Since 2005, it has been focusing on helping individuals, families, organizations, and businesses with planning and implementing strategies designed to improve their assets and finances. The firm's financial advisors are trained to design retirement, investment, income, and insurance plans tailored to each client's unique goals and needs. One of the firm's financial advisors, Kimber Heaton, served on committees and advisory boards in Southern Utah University and SWATC.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (18)
Facebook
5.0 / 5 (4)
Mason J. Krangle logo
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Mason J. Krangle

1953 N Serenity Dr., St. George, UT 84770
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  • Tax Planning
  • Financial Planning

Business Description

Mason J. Krangle is a certified public and financial consultant serving individuals and businesses in the Saint George area. He has been in the industry for over two decades, helping clients manage their financial situation. Krangle offers a wide selection of services, including financial and tax preparation planning and business and international consulting. His financial planning solutions cover budgeting, behavioral finance, insurance coverage review, and cash and debt management. He also holds additional designations as a ChFC and CGMA.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Facebook
5.0 / 5 (22)
Soltis Investment Advisors logo
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Soltis Investment Advisors

20 North Main, Ste. 400, St. George, UT 84770
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  • Estate Planning
  • Tax Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning
  • Financial Planning

Business Description

Soltis Investment Advisors, LLC, is a Saint George-based advisory firm providing services to clients in a fiduciary capacity. It offers investment advice and plans consultation to retirement plans for small to medium-sized businesses. Founded in 1993, the independent advisory firm gives institutional and retirement plan services and wealth management solutions like multi-generational legacy planning and philanthropic planning to potential clients. The firm has assisted various institutional clients such as ExpressJet Airlines, Lifetime, Nature's Way, and Avlon Health Care, Inc.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
Staheli & Jacobsen, CPAs logo
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Staheli & Jacobsen, CPAs

1240 East 100 South Suite 222, Saint George, UT 84790
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  • Estate Planning
  • Tax Planning
  • Finance Planning

Business Description

Serving Saint George, Staheli & Jacobsen, CPAs, offers guidance to clients when it comes to managing their finances. It provides individuals with assistance in personal financial planning, wealth management, and elder care accounting services to help protect their assets. It also aims to keep businesses secured by offering financial planning, accounting, bookkeeping, and cash flow management services. Tax solutions for both individuals and businesses are also available. The firm has been serving the community for more than 25 years.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (20)
The Norden Group logo
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The Norden Group

216 W. St George Boulevard, Suite 101, St. George, UT 84770
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  • Estate Planning

Business Description

The Norden Group provides fiduciary financial advice and services in Saint George. It caters to the needs of working professionals, business owners, and retirees, as well as corporations in creating road maps to manage, grow, and preserve their wealth. The firm provides assistance in managing investments, optimizing taxes, planning estates, and protecting assets. Its advisors also advise on how to prepare for retirement, working on retirement accumulation, and determining income sources. Managing partner Ray Johns has RFC and CEP designations.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.7
Google
4.7 / 5 (15)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail
Wyson Financial logo
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Wyson Financial

375 E Riverside Dr., Saint George, UT 84790
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  • Certified Financial Planner (CFP)
  • Financial Planning

Business Description

Wyson Financial is a company that caters to clients across Saint George. It handles financial planning and guides individuals on areas like insurance. The company also provides portfolio analysis services and has experience with different types of investments, from business development companies to real estate investment trusts. It educates clients on various forms of annuities, including fixed types. The company's primary advisor, Dan Wyson, is the author of the book "21 Financial Myths." He holds a Certified Financial Planner designation from The American College.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (3)
Yelp
5.0 / 5 (1)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail
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Frequently Asked Questions

Introduction

There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

  • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
  • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
  • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
  • An investment advisor offers investment advice and recommendations to individuals or organizations.
There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

Are financial advisors worth it?

Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.

What does a financial advisor do?

Financial advisors can have many types of specialties. Generally, a financial advisor advises on or helps to execute a financial plan. Some examples include assisting people with getting out of debt, building out an investment portfolio, and handling taxes.

How much money do I need to work with a financial advisor?

There’s no specific income level you need in order to work with a financial advisor, but there may be a minimum investment amount for certain types of services. Some financial advisors won’t manage your money unless you have $100,000 or more to invest, but this isn’t the case with financial coaches or robo-advisors.

What does a financial coach do?

Financial coaches focus on improving your financial literacy and money management skills. For example, they can help you figure out how to pay down your student loans or decide how much money to put away for retirement. They usually charge by the hour and don’t offer asset management services or investment advice.

When should I use a financial advisor vs. doing it myself?

Smart money management can give you freedom and comfort. Being responsible with your money makes it possible to meet goals and pay for major expenses. A financial advisor is trained and can offer you expertise that would otherwise take years to learn. They know how to save you money and make it go further.

How do I know if my financial advisor is trustworthy?

Because financial advisors aren’t licensed or regulated, it’s up to the client to make that determination for themselves. However, if your advisor is a fiduciary, that means they’re legally bound to act in your best interest. Some types of advisors, including Certified Financial Professionals (CFPs), are held to fiduciary standards.

What\'s the difference between a financial advisor and a financial planner?

The term financial advisor is a broad phrase that encapsulates many specialties, including financial planner. It's similar to how doctor applies to different physicians, while a cardiologist is a specialty doctor. A financial planner helps their client plan to achieve long-term financial goals, such as saving for a house or retirement.

Are financial advisor fees tax deductible?

Until 2018, financial advisor fees were tax deductible as a miscellaneous expense. However, the Tax Cuts and Jobs Act elimited that deduction until at least 2025.

What is a financial consultant?

A financial consultant and a financial advisor are essentially the same. In recent years, financial consultant has become a less popular term, with financial advisor being much more common. Sometimes, the financial professional may opt for the term consultant when offering services to a business rather than an individual.

What is a robo-advisor?

A robo-advisor is essentially an algorithm that manages your investment portfolio for you. Because their services are automated, you’ll pay less than you would for a human advisor — often between 0.25% and 0.50%. They don’t require large initial investments either, making them a popular choice for entry-level investors. However, you won’t get the same level of advice that you would get from a personal financial advisor.

What makes someone a fiduciary?

Fiduciary is a legal term for a person who has a legal or ethical responsibility to act in your best interests. For example, a trustee and a beneficiary. A financial advisor may have a fiduciary obligation to make financial choices that are best for you, even if it means they earn less in commissions or fees.

How often should I meet with my financial advisor?

After your initial meeting, you may only need to check in with your financial advisor on a quarterly or annual basis. Ask them in advance how often you can expect to hear from them, and whether they offer in-person, phone, or virtual meetings.

Should your financial advisor be a fiduciary?

It’s important to understand that only some — not all — financial advisors have a fiduciary obligation to their clients. Always ask your financial advisor if they’re bound by fiduciary duty. If not, it’s possible that they’ll push products or services that earn them the highest commission, not necessarily what’s best for you. Opt for a financial advisor bound by fiduciary duty whenever possible.

Can my financial planner help with taxes?

Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

Do I need a financial advisor?

Ask yourself if a financial advisor can fill a need or solve a problem you can’t easily handle on your own. They can be helpful in a wide variety of ways, such as building budgets or financial plans, finding ways to save money on taxes, creating an investment portfolio, or offering investment advice.

How do financial advisors get paid?

Clients pay to work with a financial advisor whether it’s through fees, commissions, or salaries. If they’re paid by client fees or commissions, their salary is tied to how much business they bring in. The harder they work, the more they make. In comparison, a salaried employee is guaranteed their wage no matter how many clients they have.

What experience should I look for in a financial advisor?

 If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.

How much does a financial advisor cost?

A financial advisor’s costs depend on their fee structure. Some advisors charge a fee — either hourly or a percentage of the client assets under management. Another common option is to charge a commission on the products sold or investments made.

Should I hire a financial advisor before buying a house?

While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.

How many financial advisors are there in the U.S.?

According to the U.S. Bureau of Labor Statistics, it’s estimated that there are 218,050 financial advisors. California is the state with the highest employment of financial advisors across the nation.

Do banks offer financial advisors?

Yes, many banks have financial advisors on staff. Your bank may also offer incentives to work with their financial advisors, such as lower fees or free accounts. However, it's important to note that many of the bank's financial advisors don't have a fiduciary obligation and might prioritize the bank's products above all else. There is a cost when working with your bank's financial advisor.

Should I hire a wealth manager?

A wealth manager can help offer complex financial planning services, including tax guidance, estate planning, and legal assistance. While you don't have to be a high-income earner to benefit from a financial advisor, a wealth manager is typically for those that have a high net worth. However, many people build wealth and need a wealth manager later on in life.

Is wealth management worth it?

Wealth management is typically worth it for those who need help with multiple endeavors or comprehensive financial situations, such as charitable contributions or investment portfolio management, or want to protect their assets. A wealth manager can also offer you guidance if you’ve been neglecting your finances or making poor judgements.

How can you tell if a financial advisor is bad?

Your relationship with your financial advisor is a very personal one, as you’re trusting them with your wealth and future. Some general signs that your financial advisor is bad include:

  • They can’t answer your financial questions
  • You have worked with them for a while but haven’t seen a financial improvement
  • They don’t provide you with progress reports
  • They don’t check in with you

What do you need to be a financial advisor?

As mentioned, there are over 100 types of certifications for financial advisors. The training or experience you need will depend on which specialty you want to pursue. Generally, financial advisors need to have:

  • A Bachelor’s degree
  • A General Securities Representative license (Series 7 license)
  • A Certified Financial Planner (CFP) certification isn’t mandatory but is often preferred

Where do financial advisors work?

Where a financial advisor works will depend on what type of financial advisor they are. Financial advisors can work at a variety of places, including:

  • Securities and commodity brokers
  • A bank
  • A credit union
  • Independently
  • Insurance companies
  • Financial investment firms
  • Small investment advisory firms

How much do financial advisors make?

In 2019, the national average salary for a financial advisor was $87,850. However, it’s important to note the average salary varies from state to state and the different focus areas — an investment advisor may make a lot more than a financial planner. Lastly, salary can depend on how the individual is getting paid. Financial advisors can be paid by client fees, commissions, or salaries.

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