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The Prudent PlannerFinancial advisor in Farmington, UT

The Prudent Planner is a financial advisor at 240 N E Promontory, Farmington, UT 84025. Open Monday to Saturday.

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.

Farmington, UT0 paid placements in any rankingHow we rank

Call (801) 201-7012

Key facts

Key facts about The Prudent Planner
Address240 N E Promontory, Farmington, UT 84025Get directions
Phone(801) 201-7012
HoursMonday: 9 AM – 2 PM; Tuesday to Friday: 9 AM – 6 PM; Saturday: 9 AM – 1 PM

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Farmington and 11 towns within 25 miles: Kaysville, Centerville, Layton, Bountiful, Woods Cross, North Salt Lake, Clearfield, Syracuse, West Point, Clinton and Roy.

Based in Farmington, UTView on map

Opening hours

Opening hours for The Prudent Planner
DayHours
Monday9 AM – 2 PM
Tuesday9 AM – 6 PM
Wednesday9 AM – 6 PM
Thursday9 AM – 6 PM
Friday9 AM – 6 PM
Saturday9 AM – 1 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about The Prudent Planner

What are The Prudent Planner’s hours?

The Prudent Planner is open Monday to Saturday. Its listed hours are Monday, 9 AM – 2 PM; Tuesday to Friday, 9 AM – 6 PM; Saturday, 9 AM – 1 PM. On Saturdays it is open 9 AM to 1 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does The Prudent Planner serve?

Serves Farmington and 11 towns within 25 miles: Kaysville, Centerville, Layton, Bountiful, Woods Cross, North Salt Lake, Clearfield, Syracuse, West Point, Clinton and Roy. 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.

How do I contact The Prudent Planner?

Call The Prudent Planner on (801) 201-7012. The business is at 240 N E Promontory, Farmington, UT 84025. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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