{ "path": "/advisors/ut/fee-only", "url": "https://advisorcensus.com/advisors/ut/fee-only/page/2", "page_type": "state_fee", "title": "Fee-only financial advisors in Utah", "filters": {}, "scope_total": 109, "faq": [ { "q": "How many financial advisory firms are there in Utah?", "a": "AdvisorCensus lists 396 investment advisory firms with a principal office in Utah, from Form ADV filings as of October 2026: 153 SEC-registered, 169 state-registered, and 74 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Utah?", "a": "109 of the 396 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Utah offer financial planning?", "a": "210 of the 322 firms in Utah that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Utah fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 109 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 109 investment advisory firms with a principal office in Utah that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in Utah: 109 firms from Form ADV filings as of October 2026.", "total_firms": 109, "page": 2, "total_pages": 3, "sort": "name", "registration_types": { "sec": 33, "state": 76, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 109 }, { "code": "percentage_of_aum", "count": 101 }, { "code": "hourly", "count": 51 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 55 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 52 }, { "code": "5_to_9", "count": 16 }, { "code": "10_to_19", "count": 29 }, { "code": "20_plus", "count": 12 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 46 }, { "code": "25m_100m", "count": 23 }, { "code": "100m_500m", "count": 21 }, { "code": "500m_1b", "count": 9 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 8 } ], "firms": [ { "crd_number": 305360, "name": "Loyal Wealth Management LLC", "name_as_filed": "LOYAL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/loyal-wealth-management-llc-305360", "city": null, "state": null, "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 125183, "name": "Lunt Capital Management Inc.", "name_as_filed": "LUNT CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/lunt-capital-management-inc-holladay-ut-125183", "city": "Holladay", "state": "UT", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315973, "name": "Lymanwealth LLC", "name_as_filed": "LYMANWEALTH LLC", "url": "https://advisorcensus.com/firm/lymanwealth-llc-alpine-ut-315973", "city": "Alpine", "state": "UT", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299455, "name": "Maximus Wealth Advisors", "name_as_filed": "MAXIMUS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/maximus-wealth-advisors-salt-lake-city-ut-299455", "city": "Salt Lake City", "state": "UT", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150625, "name": "Meridian Investing", "name_as_filed": "MERIDIAN INVESTING", "url": "https://advisorcensus.com/firm/meridian-investing-150625", "city": null, "state": null, "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331596, "name": "Money Illustrated Advisory Services", "name_as_filed": "MONEY ILLUSTRATED ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/money-illustrated-advisory-services-331596", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337496, "name": "Narstar", "name_as_filed": "NARSTAR", "url": "https://advisorcensus.com/firm/narstar-337496", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 173534, "name": "Narus Financial Partners, LLC", "name_as_filed": "NARUS FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/narus-financial-partners-llc-salt-lake-city-ut-173534", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325945, "name": "Navigate Financial LLC", "name_as_filed": "NAVIGATE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/navigate-financial-llc-salt-lake-city-ut-325945", "city": "Salt Lake City", "state": "UT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 286059, "name": "Newpark Wealth Management", "name_as_filed": "NEWPARK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/newpark-wealth-management-park-city-ut-286059", "city": "Park City", "state": "UT", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330332, "name": "Nibley Financial LLC", "name_as_filed": "NIBLEY FINANCIAL LLC", "url": "https://advisorcensus.com/firm/nibley-financial-llc-heber-ut-330332", "city": "Heber", "state": "UT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283040, "name": "Olympus Peaks Financial, LLC", "name_as_filed": "OLYMPUS PEAKS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/olympus-peaks-financial-llc-sandy-ut-283040", "city": "Sandy", "state": "UT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 326155, "name": "Optimal Investment Performance, LLC", "name_as_filed": "OPTIMAL INVESTMENT PERFORMANCE, LLC", "url": "https://advisorcensus.com/firm/optimal-investment-performance-llc-326155", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328110, "name": "Pendulum Asset Management, LLC", "name_as_filed": "PENDULUM ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/pendulum-asset-management-llc-328110", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324001, "name": "Peterson Rogers Private Wealth, LLC", "name_as_filed": "PETERSON ROGERS PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/peterson-rogers-private-wealth-llc-salt-lake-city-ut-324001", "city": "Salt Lake City", "state": "UT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146349, "name": "Peterson Wealth Advisors, LLC", "name_as_filed": "PETERSON WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/peterson-wealth-advisors-llc-orem-ut-146349", "city": "Orem", "state": "UT", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329313, "name": "Platform Wealth Advisors", "name_as_filed": "PLATFORM WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/platform-wealth-advisors-holladay-ut-329313", "city": "Holladay", "state": "UT", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132293, "name": "Praesideo Management, LLC", "name_as_filed": "PRAESIDEO MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/praesideo-management-llc-ogden-ut-132293", "city": "Ogden", "state": "UT", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129979, "name": "Prassas Capital, LLC", "name_as_filed": "PRASSAS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/prassas-capital-llc-draper-ut-129979", "city": "Draper", "state": "UT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 333404, "name": "Presidio Wealth Management", "name_as_filed": "PRESIDIO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/presidio-wealth-management-midvale-ut-333404", "city": "Midvale", "state": "UT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321789, "name": "Prestige Wealthwide, LLC", "name_as_filed": "PRESTIGE WEALTHWIDE, LLC", "url": "https://advisorcensus.com/firm/prestige-wealthwide-llc-lehi-ut-321789", "city": "Lehi", "state": "UT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282665, "name": "Provident Living Financial Services", "name_as_filed": "PROVIDENT LIVING FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/provident-living-financial-services-lehi-ut-282665", "city": "Lehi", "state": "UT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162826, "name": "Quantum Capital Advisors, LLC", "name_as_filed": "QUANTUM CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/quantum-capital-advisors-llc-park-city-ut-162826", "city": "Park City", "state": "UT", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113884, "name": "Quayle Asset Management, Inc.", "name_as_filed": "QUAYLE ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/quayle-asset-management-inc-salt-lake-city-ut-113884", "city": "Salt Lake City", "state": "UT", "years_registered": 31, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104738, "name": "R.D. Thompson Investments", "name_as_filed": "R.D. THOMPSON INVESTMENTS", "url": "https://advisorcensus.com/firm/r-d-thompson-investments-salt-lake-city-ut-104738", "city": "Salt Lake City", "state": "UT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116966, "name": "R.O.I.", "name_as_filed": "R.O.I.", "url": "https://advisorcensus.com/firm/r-o-i-lehi-ut-116966", "city": "Lehi", "state": "UT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339511, "name": "Rainey Wealth Management LLC", "name_as_filed": "RAINEY WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rainey-wealth-management-llc-salt-lake-city-ut-339511", "city": "Salt Lake City", "state": "UT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166142, "name": "Redgrove Capital LLC.", "name_as_filed": "REDGROVE CAPITAL LLC.", "url": "https://advisorcensus.com/firm/redgrove-capital-llc-166142", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325031, "name": "Retirement Advice LLC", "name_as_filed": "RETIREMENT ADVICE LLC", "url": "https://advisorcensus.com/firm/retirement-advice-llc-provo-ut-325031", "city": "Provo", "state": "UT", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128201, "name": "RIM Associates, Inc", "name_as_filed": "RIM ASSOCIATES, INC", "url": "https://advisorcensus.com/firm/rim-associates-inc-128201", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143629, "name": "Sabin Investment Management, Inc.", "name_as_filed": "SABIN INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/sabin-investment-management-inc-lehi-ut-143629", "city": "Lehi", "state": "UT", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163924, "name": "Sanguine Owl, LC", "name_as_filed": "SANGUINE OWL, LC", "url": "https://advisorcensus.com/firm/sanguine-owl-lc-ogden-ut-163924", "city": "Ogden", "state": "UT", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330626, "name": "SHA Advisory", "name_as_filed": "SHA ADVISORY", "url": "https://advisorcensus.com/firm/sha-advisory-330626", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 282736, "name": "Skylid Capital Management, Inc.", "name_as_filed": "SKYLID CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/skylid-capital-management-inc-282736", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114596, "name": "Slayton Lewis Inc", "name_as_filed": "SLAYTON LEWIS INC", "url": "https://advisorcensus.com/firm/slayton-lewis-inc-salt-lake-city-ut-114596", "city": "Salt Lake City", "state": "UT", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338924, "name": "Snow Canyon Financial Planning LLC", "name_as_filed": "SNOW CANYON FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/snow-canyon-financial-planning-llc-338924", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 324124, "name": "Sorenson Impact Advisory", "name_as_filed": "SORENSON IMPACT ADVISORY", "url": "https://advisorcensus.com/firm/sorenson-impact-advisory-salt-lake-city-ut-324124", "city": "Salt Lake City", "state": "UT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117750, "name": "Squire Wealth Advisors", "name_as_filed": "SQUIRE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/squire-wealth-advisors-orem-ut-117750", "city": "Orem", "state": "UT", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341715, "name": "Staffieri Capital LLC", "name_as_filed": "STAFFIERI CAPITAL LLC", "url": "https://advisorcensus.com/firm/staffieri-capital-llc-lindon-ut-341715", "city": "Lindon", "state": "UT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 155300, "name": "Stonecreek Wealth Advisors", "name_as_filed": "STONECREEK WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/stonecreek-wealth-advisors-south-jordan-ut-155300", "city": "South Jordan", "state": "UT", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 328696, "name": "Strategia Investments, LLC", "name_as_filed": "STRATEGIA INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/strategia-investments-llc-orem-ut-328696", "city": "Orem", "state": "UT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327449, "name": "Stream Financial Advice, LLC", "name_as_filed": "STREAM FINANCIAL ADVICE, LLC", "url": "https://advisorcensus.com/firm/stream-financial-advice-llc-327449", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332859, "name": "Summit Wealth LLC", "name_as_filed": "SUMMIT WEALTH LLC", "url": "https://advisorcensus.com/firm/summit-wealth-llc-332859", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333226, "name": "Sunset Retirement Advisors LLC", "name_as_filed": "SUNSET RETIREMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/sunset-retirement-advisors-llc-provo-ut-333226", "city": "Provo", "state": "UT", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282856, "name": "Switchpoint Financial Planning LLC", "name_as_filed": "SWITCHPOINT FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/switchpoint-financial-planning-llc-lehi-ut-282856", "city": "Lehi", "state": "UT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311267, "name": "Tech Wealth, LLC", "name_as_filed": "TECH WEALTH, LLC", "url": "https://advisorcensus.com/firm/tech-wealth-llc-lehi-ut-311267", "city": "Lehi", "state": "UT", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285028, "name": "The Prudent Planner, LLC", "name_as_filed": "THE PRUDENT PLANNER, LLC", "url": "https://advisorcensus.com/firm/the-prudent-planner-llc-salt-lake-city-ut-285028", "city": "Salt Lake City", "state": "UT", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107539, "name": "Tingey Advisors Inc", "name_as_filed": "TINGEY ADVISORS INC", "url": "https://advisorcensus.com/firm/tingey-advisors-inc-salt-lake-city-ut-107539", "city": "Salt Lake City", "state": "UT", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 329786, "name": "Trivium Capital Partners, LLC", "name_as_filed": "TRIVIUM CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/trivium-capital-partners-llc-logan-ut-329786", "city": "Logan", "state": "UT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165044, "name": "Twin Peaks Wealth Management LLC", "name_as_filed": "TWIN PEAKS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/twin-peaks-wealth-management-llc-cottonwood-heights-ut-165044", "city": "Cottonwood Heights", "state": "UT", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false 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"source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }