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!
Park City, UT financial planners
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Re: Park City, UT financial planners
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
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