{
  "path": "/advisors/ut/provo/orem",
  "url": "https://advisorcensus.com/advisors/ut/provo/orem",
  "page_type": "metro_city",
  "title": "Financial advisors in Orem, UT",
  "filters": {},
  "scope_total": 15,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Orem, UT?",
      "a": "AdvisorCensus lists 15 investment advisory firms with a principal office in Orem, Utah (part of the Provo metro area), from Form ADV filings as of October 2026: 9 SEC-registered, 3 state-registered, and 3 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 Orem, UT?",
      "a": "4 of the 15 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 Orem, UT offer financial planning?",
      "a": "9 of the 12 firms in Orem, UT 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 Orem, UT 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 4 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 15 investment advisory firms with a principal office in Orem, Utah (part of the Provo metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Provo metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Orem, UT: 15 firms from Form ADV filings as of October 2026.",
  "total_firms": 15,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 9,
    "state": 3,
    "exempt": 3
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 4
    },
    {
      "code": "percentage_of_aum",
      "count": 11
    },
    {
      "code": "hourly",
      "count": 4
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 7
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 2
    },
    {
      "code": "other",
      "count": 1
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 9
    },
    {
      "code": "5_to_9",
      "count": 3
    },
    {
      "code": "10_to_19",
      "count": 3
    },
    {
      "code": "20_plus",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 1
    },
    {
      "code": "25m_100m",
      "count": 1
    },
    {
      "code": "100m_500m",
      "count": 4
    },
    {
      "code": "500m_1b",
      "count": 3
    },
    {
      "code": "1b_5b",
      "count": 0
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 6
    }
  ],
  "firms": [
    {
      "crd_number": 342328,
      "name": "AFA Fund Management, LLC",
      "name_as_filed": "AFA FUND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/afa-fund-management-llc-orem-ut-342328",
      "city": "Orem",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 107202,
      "name": "Blue Barn Wealth",
      "name_as_filed": "BLUE BARN WEALTH",
      "url": "https://advisorcensus.com/firm/blue-barn-wealth-orem-ut-107202",
      "city": "Orem",
      "state": "UT",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318861,
      "name": "Ethos Investment Management LP",
      "name_as_filed": "ETHOS INVESTMENT MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/ethos-investment-management-lp-orem-ut-318861",
      "city": "Orem",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 334968,
      "name": "Exponent Wealth LLC",
      "name_as_filed": "EXPONENT WEALTH LLC",
      "url": "https://advisorcensus.com/firm/exponent-wealth-llc-orem-ut-334968",
      "city": "Orem",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297577,
      "name": "Fortunate",
      "name_as_filed": "FORTUNATE",
      "url": "https://advisorcensus.com/firm/fortunate-orem-ut-297577",
      "city": "Orem",
      "state": "UT",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339370,
      "name": "Glyptis Management De, LLC",
      "name_as_filed": "GLYPTIS MANAGEMENT DE, LLC",
      "url": "https://advisorcensus.com/firm/glyptis-management-de-llc-orem-ut-339370",
      "city": "Orem",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 109522,
      "name": "Keeler Thomas Management LLC",
      "name_as_filed": "KEELER THOMAS MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/keeler-thomas-management-llc-orem-ut-109522",
      "city": "Orem",
      "state": "UT",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343428,
      "name": "Momentum Wealth Management",
      "name_as_filed": "MOMENTUM WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/momentum-wealth-management-orem-ut-343428",
      "city": "Orem",
      "state": "UT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "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": 311409,
      "name": "Sandlot Partners, LLC",
      "name_as_filed": "SANDLOT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/sandlot-partners-llc-orem-ut-311409",
      "city": "Orem",
      "state": "UT",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335925,
      "name": "Sandlot Private Wealth LLC",
      "name_as_filed": "SANDLOT PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/sandlot-private-wealth-llc-orem-ut-335925",
      "city": "Orem",
      "state": "UT",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 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": 286419,
      "name": "The Professional Financial Company LLC",
      "name_as_filed": "THE PROFESSIONAL FINANCIAL COMPANY LLC",
      "url": "https://advisorcensus.com/firm/the-professional-financial-company-llc-orem-ut-286419",
      "city": "Orem",
      "state": "UT",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328166,
      "name": "Timpanogos Financial Advisors, Inc.",
      "name_as_filed": "TIMPANOGOS FINANCIAL ADVISORS, INC.",
      "url": "https://advisorcensus.com/firm/timpanogos-financial-advisors-inc-orem-ut-328166",
      "city": "Orem",
      "state": "UT",
      "years_registered": 2,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ut",
      "label": "Financial advisors in Utah"
    },
    "metro": {
      "path": "/advisors/ut/provo",
      "label": "Financial advisors in Provo, UT"
    },
    "city_pages": [
      {
        "path": "/advisors/ut/provo/lehi",
        "label": "Financial advisors in Lehi, UT",
        "firm_count": 36
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ut/provo/fee-only",
        "label": "Fee-only financial advisors in Provo, UT",
        "firm_count": 21
      },
      {
        "path": "/advisors/ut/provo/flat-fee",
        "label": "Flat-fee financial advisors in Provo, UT",
        "firm_count": 31
      },
      {
        "path": "/advisors/ut/provo/hourly",
        "label": "Hourly financial advisors in Provo, UT",
        "firm_count": 26
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/ut/provo/for-high-net-worth-individuals",
        "firm_count": 46,
        "label": "Financial advisors for high-net-worth individuals in Provo, UT"
      },
      {
        "path": "/advisors/ut/provo/for-retirement-plans",
        "firm_count": 20,
        "label": "Financial advisors for retirement plans in Provo, UT"
      },
      {
        "path": "/advisors/ut/provo/for-businesses",
        "firm_count": 21,
        "label": "Financial advisors for businesses in Provo, UT"
      },
      {
        "path": "/advisors/ut/provo/for-charities",
        "firm_count": 15,
        "label": "Financial advisors for charitable organizations in Provo, UT"
      },
      {
        "path": "/advisors/ut/provo/no-account-minimum",
        "firm_count": 3,
        "label": "Financial advisors with no account minimum in Provo, UT"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ut/provo/financial-independence-and-early-retirement",
        "firm_count": 1,
        "label": "Financial advisors for financial independence and early retirement in Provo, UT"
      }
    ]
  },
  "csv": null,
  "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"
  }
}