Top financial advisors in Murray, UT
We've curated a list of the best financial advisors in Murray, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $270,962,140 Number of advisors 6 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Murray, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Financial Network Wealth Advisors LLC
Financial Network Wealth Advisors LLC, also known as Plan 4 Wealth, is a registered investment adviser based in Murray, UT, established in April 2022. The firm offers discretionary and non-discretionary asset management services, including ERISA plan services. They act as a limited scope ERISA 3(21) fiduciary, providing investment advice to clients about asset classes and investment alternatives. The firm offers financial planning and consulting services, covering topics such as financial goals, cash flow analysis, retirement strategy, and tax reduction strategy. Clients have the option to impose restrictions on investing in certain securities. The firm charges asset management fees based on a tiered fee schedule, billed monthly in arrears. They do not accept performance-based fees or participate in side-by-side management. Clients do not need to meet a minimum dollar amount to open an account, but the firm reserves the right to terminate accounts below a certain size. Financial Network Wealth Advisors LLC does not vote proxies on behalf of clients and does not have custody of client funds or securities. The firm's Chief Compliance Officer is Darin Arnell.
$270,962,140 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Murray, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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