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Find Retirement Advisors for Retirement Planning in Utah, Park City

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 5 Retirement Planning firms in Park City, Utah (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1413 Center Drive, Ste. 220 Park City, UT, 84098-7401	$1,538,053,907	11	38	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
2	1441 West Ute Blvd, Suite 240, Park City, UT, 84098	$427,554,177	6	13	A percentage of AUM, Other (CARRIED INTEREST)
3	1389 Center Drive, Suite 200 Park City, UT, 84098	$349,782,799	1	4	Fixed fees, Performance Based
4	1389 Center Drive, Suite 200 Park City, UT, 84098	$146,583,000	21	1	A percentage of AUM
5	2078 Prospector Avenue, Suite 4 Park City, UT, 84060	$129,894,382	105	2	A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Park City, Utah

DW HEALTHCARE PARTNERS

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QualificationsFirm CRD# 160555

Assets Under Management $1,538,053,907

No. Of Clients11

Clients Per Financial Advisor0

DW HEALTHCARE PARTNERS is a financial advisory firm situated in Park City, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 38 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Financial Planning Services

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

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DECATHLON CAPITAL MANAGEMENT II, LLC

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QualificationsFirm CRD# 175030

Assets Under Management $427,554,177

No. Of Clients6

Clients Per Financial Advisor0

DECATHLON CAPITAL MANAGEMENT II, LLC is a financial advisory firm situated in Park City, Utah. With a nearly $428M assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 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
Other (CARRIED INTEREST)

Financial Planning Services

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

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HST VENTURES, LLC

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QualificationsFirm CRD# 317143

Assets Under Management $349,782,799

No. Of Clients1

Clients Per Financial Advisor0

HST VENTURES, LLC is a financial advisory firm situated in Park City, Utah. With a nearly $350M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

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SHOREPATH CAPITAL MANAGEMENT LLC

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QualificationsFirm CRD# 286125

Assets Under Management $146,583,000

No. Of Clients21

Clients Per Financial Advisor21

SHOREPATH CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Park City, Utah. With a nearly $147M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 1 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
Portfolio management for businesses or institutional clients

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ECHELONS CAPITAL, LLC

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QualificationsFirm CRD# 325781

Assets Under Management $129,894,382

No. Of Clients105

Clients Per Financial Advisor53

ECHELONS CAPITAL, LLC is a financial advisory firm situated in Park City, Utah. With a nearly $130M assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 2 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

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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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