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Find Retirement Advisors for Retirement Planning in Utah, Provo

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 Provo, Utah (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17	A percentage of AUM, Fixed fees
2	5255 N Edgewood Drive, Suite 225 Provo, UT, 84604	$1,739,496,789	3913	29	A percentage of AUM, Fixed fees
3	3507 N University Ave, Suite 150 Provo, UT, 84604	$1,125,318,236	6507	43	A percentage of AUM, Hourly charges, Fixed fees
4	3575 N. 100 E., Suite 350 Provo, UT, 84604	$517,953,758	310	6	A percentage of AUM, Fixed fees, Performance Based
5	3651 North 100 East, Suite 275 Provo, UT, 84604-4557	$156,415,896	434	5	A percentage of AUM, Hourly charges, Performance Based
6	180 N University Ave, Suite 250 Provo, UT, 84601	$0	0	3	Hourly charges

Information on Top Retirement Planning firms in Provo, Utah

TOWNSQUARE CAPITAL, LLC

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QualificationsFirm CRD# 288576

Assets Under Management $8,777,551,735

No. Of Clients33539

Clients Per Financial Advisor1973

TOWNSQUARE CAPITAL, LLC is a financial advisory firm situated in Provo, Utah. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33539 clients. The team consists of 17 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
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (SUB-ADVISORY SERVICES)

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THE NORDEN GROUP LLC

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QualificationsFirm CRD# 323988

Assets Under Management $1,739,496,789

No. Of Clients3913

Clients Per Financial Advisor135

THE NORDEN GROUP LLC is a financial advisory firm situated in Provo, Utah. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3913 clients. The team consists of 29 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
Education seminars/workshops
Other (GENERAL CONSULTING SERVICES)

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PORTSIDE WEALTH GROUP, LLC

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QualificationsFirm CRD# 325175

Assets Under Management $1,125,318,236

No. Of Clients6507

Clients Per Financial Advisor151

PORTSIDE WEALTH GROUP, LLC is a financial advisory firm situated in Provo, Utah. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6507 clients. The team consists of 43 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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ACCUVEST GLOBAL ADVISORS, INC.

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QualificationsFirm CRD# 134096

Assets Under Management $517,953,758

No. Of Clients310

Clients Per Financial Advisor52

ACCUVEST GLOBAL ADVISORS, INC. is a financial advisory firm situated in Provo, Utah. With a nearly $518M assets under management, the firm specializes in crafting personalized retirement planning solutions for 310 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
Performance Based

Financial Planning Services

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Selection for other advisors
Other (RESEARCH & CONSULTING FOR OTHER ADVISERS)

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PARAGON WEALTH MANAGEMENT

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QualificationsFirm CRD# 105962

Assets Under Management $156,415,896

No. Of Clients434

Clients Per Financial Advisor87

PARAGON WEALTH MANAGEMENT is a financial advisory firm situated in Provo, Utah. With a nearly $156M assets under management, the firm specializes in crafting personalized retirement planning solutions for 434 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
Hourly charges
Performance Based

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

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BLUE DIAMOND CAPITAL INVESTMENT ADVISORS

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QualificationsFirm CRD# 333059

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

BLUE DIAMOND CAPITAL INVESTMENT ADVISORS is a financial advisory firm situated in Provo, Utah. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Hourly charges

Financial Planning Services

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

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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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