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Find Retirement Advisors for Retirement Planning in Utah, Orem

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 6 Retirement Planning firms in Orem, Utah (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	360 West 920 North, Orem, UT, 84057	$567,431,332	1588	10	A percentage of AUM
2	1510 East 840 North, Orem, UT, 84097	$457,694,638	31	18	A percentage of AUM, Performance Based
3	370 West Center Street, Orem, UT, 84057	$431,416,544	765	11	A percentage of AUM, Hourly charges, Fixed fees
4	1327 South 800 East, Orem, UT, 84097	$379,274,089	839	13	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
5	1329 South 800 East, Orem, UT, 84097	$377,231,871	1383	12	A percentage of AUM, Hourly charges, Fixed fees
6	384 W Center St, Orem, UT, 84057	$206,183,702	252	6	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Orem, Utah

PETERSON WEALTH ADVISORS, LLC

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QualificationsFirm CRD# 146349

Assets Under Management $567,431,332

No. Of Clients1588

Clients Per Financial Advisor159

PETERSON WEALTH ADVISORS, LLC is a financial advisory firm situated in Orem, Utah. With a nearly $567M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1588 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
Portfolio management for businesses or institutional clients

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SANDLOT PARTNERS, LLC

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QualificationsFirm CRD# 311409

Assets Under Management $457,694,638

No. Of Clients31

Clients Per Financial Advisor2

SANDLOT PARTNERS, LLC is a financial advisory firm situated in Orem, Utah. With a nearly $458M assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 18 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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BLUE BARN WEALTH

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QualificationsFirm CRD# 107202

Assets Under Management $431,416,544

No. Of Clients765

Clients Per Financial Advisor70

BLUE BARN WEALTH is a financial advisory firm situated in Orem, Utah. With a nearly $431M assets under management, the firm specializes in crafting personalized retirement planning solutions for 765 clients. The team consists of 11 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

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KEELER THOMAS MANAGEMENT LLC

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QualificationsFirm CRD# 109522

Assets Under Management $379,274,089

No. Of Clients839

Clients Per Financial Advisor65

KEELER THOMAS MANAGEMENT LLC is a financial advisory firm situated in Orem, Utah. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 839 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW)

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SQUIRE WEALTH ADVISORS

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QualificationsFirm CRD# 117750

Assets Under Management $377,231,871

No. Of Clients1383

Clients Per Financial Advisor115

SQUIRE WEALTH ADVISORS is a financial advisory firm situated in Orem, Utah. With a nearly $377M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1383 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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THE PROFESSIONAL FINANCIAL COMPANY LLC

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QualificationsFirm CRD# 286419

Assets Under Management $206,183,702

No. Of Clients252

Clients Per Financial Advisor42

THE PROFESSIONAL FINANCIAL COMPANY LLC is a financial advisory firm situated in Orem, Utah. With a nearly $206M assets under management, the firm specializes in crafting personalized retirement planning solutions for 252 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
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

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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