Talon Pitchforth is a CFP-designated registered investment advisor at Interwise, based in Holladay, UT, with 4 years of industry experience. Talon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 298 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Interwise charges a maximum of 2.00% per year for managing your investments. The specific fee will be outlined in your advisory agreement. Fees are billed quarterly in advance, based on the value of your account on the last day of the previous quarter. Adjustments are made for deposits and withdrawals during the quarter that are more than $10,000. Fees are negotiable and will be deducted from your account.
Location
3115 East Lion Lane, Suite 160, Holladay, UT, 84121
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Regulatory History
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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Talon works at Interwise Tax, providing tax preparation, bookkeeping, and accounting services, dedicating minimal time. Talon also works at Valued Wealth Advisors dba Interwise, providing investment advisory, financial planning, and tax planning services, dedicating about a quarter of their time.
Employment History
Current Registrations
Interwise
Previous Registrations
Chauner Securities, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.