AdvisorOS Directory
Claim Profile
BM

Brett Allen Munson

LONE PEAK ADVISERS, LLC·DRAPER, Utah
Unclaimed Profile
11650 SOUTH STATE STREET, DRAPER, UT 84020CRD# 2348905Firm CRD# 296772
01

About

Brett Allen Munson is a registered financial advisor based in DRAPER, Utah, affiliated with LONE PEAK ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LONE PEAK ADVISERS, LLC
LONE PEAK ADVISERS
AUM
$115M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LONE PEAK ADVISERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2348905
Firm CRD# 296772
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DRAPER?

Browse all registered financial advisors in DRAPER, Utah or claim this profile if it's yours.

Browse DRAPER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brett Allen Munson offer?
Brett Allen Munson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DRAPER, Utah for a consultation.
What are Brett Allen Munson's credentials?
Brett Allen Munson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Allen Munson located?
Brett Allen Munson is based in DRAPER, Utah, working with LONE PEAK ADVISERS, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does Brett Allen Munson charge for services?
Brett Allen Munson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LONE PEAK ADVISERS, LLC?
LONE PEAK ADVISERS, LLC has approximately 10 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DRAPER
David King Eaton — NAVIGATE PRIVATE WEALTH, LLCMark Harold Burgon — NAVIGATE PRIVATE WEALTH, LLCPaul Bryson Holbrook — NAVIGATE PRIVATE WEALTH, LLCDavid Scott Bunnell — NAVIGATE PRIVATE WEALTH, LLCJames Rex Ivie — HEALTHEQUITY ADVISORS, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile