How to Choose a Financial Advisor in PARK CITY, UT

A data-driven guide based on 60 registered advisors in PARK CITY

Local Market Overview

There are 60 registered financial advisors in PARK CITY, Utah. Approximately 38% report fee-based compensation, while 0% include commission-based compensation. The average firm serving PARK CITY manages $624M in assets.

Registered Advisors

In PARK CITY, UT

Avg Firm AUM

$624M

Assets under management

Top Credential

—

Compensation Types Reported

Percentage of AUM

38% of advisors · 23 total

Performance-based fees

32% of advisors · 19 total

Subscription fees

17% of advisors · 10 total

Other: SEE SCHEDULE D - MISCELLANEOUS

13% of advisors · 8 total

Other: CARRIED INTEREST

7% of advisors · 4 total

Other: MONITORING FEE & TRANSACTION FEE

2% of advisors · 1 total

What to Look For

Check their credentials

The CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. A CFA (Chartered Financial Analyst) signals deep investment expertise, while a ChFC (Chartered Financial Consultant) covers insurance and estate planning.

Understand fee structures

Fee-only advisors charge only for their advice (hourly, flat fee, or % of AUM). Fee-based advisors may also earn commissions on products they sell. Commission-only advisors earn money from product sales. Fee-only is generally considered the least conflicted model. See Utah fee analysis →

Verify their registration

Every legitimate advisor should be registered with the SEC or their state. Check FINRA BrokerCheck for disciplinary history, disclosures, and registration status. All advisors on AdvisorOS are sourced from official SEC/FINRA registration data.

Ask about account minimums

Some advisors require $250,000 or more to open an account. Others work with any portfolio size. Ask upfront to avoid wasting time on advisors who aren't a fit.

Review their Form CRS

The Form CRS (Client Relationship Summary) is a 2-page document every advisor must provide. It explains services, fees, conflicts of interest, and disciplinary history in plain language. Ask for it before your first meeting.

Browse Advisors in PARK CITY

60 advisors in PARK CITY, UT

Search the full directory of registered financial advisors in PARK CITY. Compare credentials, specialties, and firm details — all based on SEC and FINRA public data.

Browse PARK CITY Advisors All Cities in Utah

Frequently Asked Questions

How many financial advisors are in PARK CITY, UT?

There are 60 registered financial advisors in PARK CITY, Utah, according to SEC and FINRA registration data.

What credentials should a financial advisor in PARK CITY have?

Look for CFP (Certified Financial Planner) for comprehensive planning, CFA for investment management, or ChFC for insurance and estate planning.

Are financial advisors in PARK CITY required to be fiduciaries?

Registered Investment Advisors (RIAs) have a fiduciary duty to act in your best interest. Broker-dealers follow a suitability standard. Always ask your advisor about their fiduciary status and get it in writing.

What do financial advisors in PARK CITY charge?

Fees vary widely. Fee-only advisors typically charge 0.5%–1.5% of assets under management, $150–$400/hour, or flat fees of $1,000–$7,500+ per plan. Commission-based advisors may not charge fees directly but earn commissions on products.

Guides for Nearby Cities

SALT LAKE CITY Guide (358)LEHI Guide (82)DRAPER Guide (54)PROVO Guide (47)SANDY Guide (44)OREM Guide (38)HOLLADAY Guide (28)BOUNTIFUL Guide (26)SOUTH JORDAN Guide (25)LOGAN Guide (23)

Browse PARK CITY Advisors by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

More Research

What Do Financial Advisors Cost in Utah? →National Fee Analysis →