Top Financial Advisors in Bountiful, UT

37 fee-only6 CFP certifiedMedian fee: 1.38% on $500K

Top Advisors in Bountiful

Median Advisor Fee

Bountiful1.38%
National1.15%
20% above the national median
$0$500K$1M$5M$20M

Compensation Types

Fee-Only33.3%
Includes Commission66.7%

Top Credentials

CFP6 advisors
CFA2 advisors

Frequently Asked Questions

How much does a financial advisor cost in Bountiful?

The median advisory fee in Bountiful, UT is 1.38% of assets under management. This is 20% above the national median. Fees vary based on portfolio size, services provided, and the advisor's fee structure.

How many fee-only advisors are in Bountiful?

There are 37 fee-only financial advisors in Bountiful, UT, representing 33.3% of all advisors in the area. Fee-only advisors do not earn commissions from selling financial products, which can reduce potential conflicts of interest.

What credentials should I look for in a Bountiful financial advisor?

The most common professional designation among Bountiful advisors is the CFP (Certified Financial Planner), held by 6 advisors. Other important credentials include the CFA (Chartered Financial Analyst) and CPA (Certified Public Accountant). These certifications require rigorous education, examination, and ongoing continuing education.

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