Park City, UT financial planners

Have a question about your personal investments? No matter how simple or complex, you can ask it here.
Post Reply
User avatar
Topic Author
gr7070
Posts: 1928
Joined: Fri Oct 28, 2011 10:39 am

Park City, UT financial planners

Post by gr7070 »

Asking for a friend.

Any Boglehead-preferred, *trustworthy*, fee-only fiduciary, financial planner recommendations in Park City, UT?

I am aware of the NAPFA and CFP lists.

Thanks!
InMyDreams
Posts: 1886
Joined: Tue Feb 28, 2017 10:35 am

Re: Park City, UT financial planners

Post by InMyDreams »

Bumping this thread, but also
It must be Park City? Not Salt Lake County, or other adjacent counties? Idaho?
Must be in person?
Must be a planner who actually manages the accounts (vs, advising client how to direct funds)?

Observation: White Coat Investor is in Salt Lake County. There's been mention that his website has a list of suggested planners, tho perhaps they're focused on medical professionals. Alternatively, there's the website that will give you three advice-only planners' names in exchange for a few bucks
Post Reply