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Summit Oak AdvisorsFinancial advisor in Cottonwood Heights, UT

Summit Oak Advisors is a financial advisor at 6340 S 3000 E #350, Cottonwood Heights, UT 84121, ranked #49 of 118 investment advisors in Cottonwood Heights and rated 4.7 from 12 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Cottonwood Heights, UTUpdated 0 paid placements in any rankingHow we rank

Call (385) 218-3435Website ↗

Key facts

Key facts about Summit Oak Advisors
Address6340 S 3000 E #350, Cottonwood Heights, UT 84121Get directions
Phone(385) 218-3435
Websitesummitoak.com
HoursMonday to Friday: 7:30 AM – 6 PM
Google rating4.7 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Investment Advisorsadditional Google category

Service area

Serves Cottonwood Heights and 11 towns within 25 miles: Holladay, Sandy Hills, East Millcreek, Murray, Sandy, Canyon Rim, Millcreek, Midvale, West Jordan, South Salt Lake and Taylorsville.

Based in Cottonwood Heights, UTView on map

Opening hours

Opening hours for Summit Oak Advisors
DayHours
Monday7:30 AM – 6 PM
Tuesday7:30 AM – 6 PM
Wednesday7:30 AM – 6 PM
Thursday7:30 AM – 6 PM
Friday7:30 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Summit Oak Advisors

How is Summit Oak Advisors ranked in Cottonwood Heights?

Summit Oak Advisors is ranked #49 of 118 investment advisors in Cottonwood Heights by RFA Score, with 60 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Summit Oak Advisors’ hours?

Summit Oak Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 7:30 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Summit Oak Advisors serve?

Serves Cottonwood Heights and 11 towns within 25 miles: Holladay, Sandy Hills, East Millcreek, Murray, Sandy, Canyon Rim, Millcreek, Midvale, West Jordan, South Salt Lake and Taylorsville. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Summit Oak Advisors?

Summit Oak Advisors has a rating of 4.7 from 12 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Summit Oak Advisors?

Call Summit Oak Advisors on (385) 218-3435. The business is at 6340 S 3000 E #350, Cottonwood Heights, UT 84121. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Summit Oak Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Summit Oak Advisors (this business)—604.7 (12)NoNo
R.O.I. Wealth Management - Fee Only Financial Advisors#47605.0 (40)NoNo14.5 mi
Stonecreek Wealth Advisors, Inc.#48605.0 (20)NoNo7.0 mi
Dentist Advisors#50605.0 (11)NoNo0.5 mi

See all 118 ranked investment advisors in Cottonwood Heights