RH
CFP · ChFC
RH
CFP · ChFC

Reese J Harper

17 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
750 clients
Average Client Portfolio
$616K average
Assets Under Management
$461.8M

Fee Structure

Financial Planning:Included in AUM fee
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Location

6440 S Wasatch Blvd., Suite 215, Salt Lake City, UT, 84121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Reese mentors undergraduate and graduate business programs at BYU, dedicating a few hours per week. Reese is also the CEO of Elements Technology, Inc., a software firm, spending nearly all of their time there.

Employment History
Current Registrations
Dentist Advisors
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
Woodbury Financial Services, INC.
June 2008 - May 2009 · 11 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.