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Find Retirement Advisors for Retirement Planning in Utah, Draper

Q: Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

Q: What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

Q: How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 9 Retirement Planning firms in Draper, Utah (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	14034 S. 145 E., Suite 300 Draper, UT, 84020	$1,896,142,535	7	21	A percentage of AUM, Performance Based
2	14658 S. Bangerter Pkwy, Ste 300 Draper, UT, 84020	$1,461,172,171	4976	40	A percentage of AUM
3	15 West Scenic Pointe Drive, Suite 100 Draper, UT, 84020	$1,194,434,022	107327	8	A percentage of AUM, Fixed fees
4	12012 South 700 East, Suite 100 Draper, UT, 84020	$462,565,254	1804	12	A percentage of AUM, Hourly charges, Fixed fees
5	11925 South 700 East, Draper, UT, 84020	$375,281,037	2382	10	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS, WORKSHOPS / SEMIN)
6	12012 South 700 E., Suite 100 Draper, UT, 84020	$287,876,151	884	6	A percentage of AUM, Fixed fees
7	11681 S 700 E, Suite 200 Draper, UT, 84020	$130,277,879	536	5	A percentage of AUM, Fixed fees
8	11650 South State Street, Suite 200 Draper, UT, 84020-7150	$119,000,000	743	10	A percentage of AUM
9	12231 S 900 E, Draper, UT, 84020	$116,000,000	140	3	A percentage of AUM

Information on Top Retirement Planning firms in Draper, Utah

TOWER ARCH CAPITAL

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QualificationsFirm CRD# 169057

Assets Under Management $1,896,142,535

No. Of Clients7

Clients Per Financial Advisor0

TOWER ARCH CAPITAL is a financial advisory firm situated in Draper, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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CAPITA FINANCIAL NETWORK, LLC

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QualificationsFirm CRD# 290558

Assets Under Management $1,461,172,171

No. Of Clients4976

Clients Per Financial Advisor124

CAPITA FINANCIAL NETWORK, LLC is a financial advisory firm situated in Draper, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4976 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

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HEALTHEQUITY ADVISORS

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QualificationsFirm CRD# 167105

Assets Under Management $1,194,434,022

No. Of Clients107327

Clients Per Financial Advisor13416

HEALTHEQUITY ADVISORS is a financial advisory firm situated in Draper, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 107327 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Portfolio management for individuals and/or small businesses
Other (PORTFOLIO CONSULTING)

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NAVIGATE PRIVATE WEALTH, LLC

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QualificationsFirm CRD# 170774

Assets Under Management $462,565,254

No. Of Clients1804

Clients Per Financial Advisor150

NAVIGATE PRIVATE WEALTH, LLC is a financial advisory firm situated in Draper, Utah. With a nearly $463M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1804 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (ESTATE PLANNING & CONSULTING)

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ELEVATED CAPITAL ADVISORS, LLC

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QualificationsFirm CRD# 226721

Assets Under Management $375,281,037

No. Of Clients2382

Clients Per Financial Advisor238

ELEVATED CAPITAL ADVISORS, LLC is a financial advisory firm situated in Draper, Utah. With a nearly $375M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2382 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS
WORKSHOPS / SEMIN)

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

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COIGN CAPITAL ADVISORS LLC

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QualificationsFirm CRD# 171306

Assets Under Management $287,876,151

No. Of Clients884

Clients Per Financial Advisor147

COIGN CAPITAL ADVISORS LLC is a financial advisory firm situated in Draper, Utah. With a nearly $288M assets under management, the firm specializes in crafting personalized retirement planning solutions for 884 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

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MEDICUS WEALTH PLANNING, INC.

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QualificationsFirm CRD# 282904

Assets Under Management $130,277,879

No. Of Clients536

Clients Per Financial Advisor107

MEDICUS WEALTH PLANNING, INC. is a financial advisory firm situated in Draper, Utah. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 536 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

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LONE PEAK ADVISERS

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QualificationsFirm CRD# 296772

Assets Under Management $119,000,000

No. Of Clients743

Clients Per Financial Advisor74

LONE PEAK ADVISERS is a financial advisory firm situated in Draper, Utah. With a nearly $119M assets under management, the firm specializes in crafting personalized retirement planning solutions for 743 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

PALISADE WEALTH MANAGEMENT

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QualificationsFirm CRD# 147725

Assets Under Management $116,000,000

No. Of Clients140

Clients Per Financial Advisor47

PALISADE WEALTH MANAGEMENT is a financial advisory firm situated in Draper, Utah. With a nearly $116M assets under management, the firm specializes in crafting personalized retirement planning solutions for 140 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

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