AdvisorOS Directory
Claim Profile
ZN

Zachary Pratt Nelson

RH ADVISORS, LLC·FARMINGTON, Utah
Unclaimed Profile
630 N MAIN STREET, FARMINGTON, UT 84025CRD# 6634032Firm CRD# 293909
01

About

Zachary Pratt Nelson is a registered financial advisor based in FARMINGTON, Utah, affiliated with RH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RH ADVISORS, LLC
ROCK HOUSE FINANCIAL
AUM
$215M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at RH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6634032
Firm CRD# 293909
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FARMINGTON?

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

Browse FARMINGTON 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 Zachary Pratt Nelson offer?
Zachary Pratt Nelson specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Utah for a consultation.
What are Zachary Pratt Nelson's credentials?
Zachary Pratt Nelson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Zachary Pratt Nelson located?
Zachary Pratt Nelson is based in FARMINGTON, Utah, working with RH ADVISORS, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Zachary Pratt Nelson charge for services?
Zachary Pratt Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RH ADVISORS, LLC?
RH ADVISORS, LLC has approximately 10 employees and manages $215M 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 FARMINGTON
Andrew James Robbins — MORETON ASSET MANAGEMENT, LLCJordan Christopher Hansen — MORETON ASSET MANAGEMENT, LLCJason Mark Williams — MORETON ASSET MANAGEMENT, LLCRobert Paul Aamodt — RH ADVISORS, LLCWilliam Roger Moreton — MORETON ASSET MANAGEMENT, LLC
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile