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Financial Planners in Bountiful, UT: 2026 rankings

212 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Bountiful: Strategic Planning Group, RFA Score 78/100; 5.0★ from 284 Google reviews.

  2. 13

    Most-reviewed: American United Federal Credit Union, 430 Google reviews at 4.4★, the most of 212 ranked; ranked #13.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

212 Bountiful financial planners are ranked here by RFA Score, from eight published factors. 27 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.8★ across 212 rated firms.

Top 10 financial planners in Bountiful at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Bountiful at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Strategic Planning Group785.0★ (284)BountifulTop score
2Paramount Tax & Accounting Bountiful764.9★ (170)Bountiful—
3Paramount Tax & Accounting CPAs Kaysville / Layton745.0★ (173)Kaysville, 12 mi away—
4Paramount Tax & Accounting West Jordan735.0★ (334)West Jordan, 21 mi away—
5American United Federal Credit Union734.7★ (211)Salt Lake City, 9 mi away—
6American United Federal Credit Union734.6★ (333)Salt Lake City, 13 mi away—
7B.O.S.S. Retirement Solutions and Advisors724.6★ (61)Bountiful—
8Haynie714.7★ (130)Salt Lake City, 12 mi away—
9Altura Benefits | Group Health Insurance Brokers715.0★ (115)Salt Lake City, 18 mi away—
10American United Federal Credit Union714.6★ (187)West Valley City, 15 mi away—

All 212 financial planners in Bountiful, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  8. #8 Haynie

    Based in Salt Lake City, 12 mi away

    71/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.7★ from 130 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 130 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri–Sun closed
    Address
    1785 2320 S, Salt Lake City, UT 84119
    View profile for Haynie(801) 340-9529

  11. #11 FJ & Associates, PLLC

    Based in Kaysville, 12 mi away

    71/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 93 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    612 N Kays Dr Ste 120, Kaysville, UT 84037
    View profile for FJ & Associates, PLLC(801) 436-3722

  14. #14 First Command

    Based in Layton, 15 mi away

    70/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 77 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 77 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2307 N Hill Field Rd Ste 104, Layton, UT 84041
    View profile for First Command(801) 774-5601

  24. #24 Livet Wealth

    Based in Salt Lake City, 10 mi away

    68/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 30 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 30 Google reviews
    Address
    1308 S 1700 E Ste 208, Salt Lake City, UT 84108
    View profile for Livet Wealth(801) 893-8320

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 212 ranked financial planners here; the rest are on their profiles.

financial planners in Bountiful, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Lefavi Wealth Management684.8★ (39)12 mi
275 Wealth Management684.9★ (23)8 mi
28B.O.S.S. Retirement Solutions and Advisors684.9★ (77)23 mi
29B.O.S.S. Retirement Solutions and Advisors684.9★ (81)24 mi
30Medicus Wealth Planning685.0★ (71)24 mi
31Zions Bank673.9★ (39)2 mi
32Decker Retirement Planning, Inc.674.8★ (24)9 mi
33Zions Bank673.9★ (23)In Bountiful
34Paramount Tax & Accounting Ogden675.0★ (63)23 mi
35Dan Wallwitz - Tax Strategist (CPA, CFP, and Utah Realtor)675.0★ (32)15 mi
36Advanced Retirement Strategies675.0★ (10)2 mi
37Trenton M Christensen - Financial Advisor, Ameriprise Financial Services, LLC675.0★ (21)11 mi
38Zions Bank South Ogden674.6★ (66)19 mi
39Carson Wealth675.0★ (31)16 mi
40Zions Bank673.8★ (28)2 mi
41Smedley Financial675.0★ (16)9 mi
42Tencap Wealth Coaching - Financial Advisor675.0★ (53)24 mi
43First Command Financial Advisor - Blake Manuel665.0★ (25)15 mi
44Zions Bank664.8★ (20)11 mi
45Future Vest Financial Services665.0★ (6)In Bountiful
46Trajan Wealth664.6★ (16)8 mi
47Bright Solution Credit Repair664.9★ (34)19 mi
48Everspire664.9★ (32)18 mi
49EP Wealth Advisors665.0★ (28)18 mi
50ARC Wealth Management665.0★ (15)11 mi

Also serving Bountiful

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Bountiful
BusinessGoogle ratingDistance
Able & Strong Advisors IncIn Bountiful
Aggressive Credit Repair, LLC5.0★ (282)In Bountiful
American National : SCOTT JOHNSONIn Bountiful
Bank of Utah - Bountiful4.6★ (15)In Bountiful
BinglePayIn Bountiful
Capital Growth Management IncIn Bountiful
Edward JonesIn Bountiful
Edward Jones - Financial Advisor: Erik B Knutsen, AAMS®5.0★ (1)In Bountiful
Empowered Wealth GroupIn Bountiful
Financial institutionIn Bountiful
Financial institutionIn Bountiful
Helm Financial ServicesIn Bountiful
Raymond JamesIn Bountiful
Sherri May Home Loans5.0★ (8)In Bountiful
Utah AnnuitiesIn Bountiful
Wealth Mode Financial Planning | Justin Chidester, CFP®, AFC®5.0★ (1)In Bountiful
Wells Fargo AdvisorsIn Bountiful
Wellspring Financial Partners: Jake Lingard, CFP®5.0★ (8)In Bountiful
Your Financial Resource, Inc. - Sid R. Alvey | Financial Advisor |5.0★ (8)In Bountiful
Zions DirectIn Bountiful

How we ranked Bountiful financial planners

We scored 212 Bountiful financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Bountiful data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Bountiful: frequently asked questions

Which financial planner has the highest RFA Score in Bountiful?

By RFA Score, the highest-ranked financial planner in Bountiful, UT is Strategic Planning Group with an RFA Score of 78/100. It has 5.0★ from 284 Google reviews. Paramount Tax & Accounting Bountiful (#2) and Paramount Tax & Accounting CPAs Kaysville / Layton (#3) follow. We ranked 212 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Bountiful?

RankedFinancialAdvisors ranks 212 financial planners serving Bountiful, UT. 5 of them are based in Bountiful; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Bountiful work on weekends?

27 of 212 ranked financial planners post Saturday hours and 2 post Sunday hours. Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Bountiful financial planners have?

The median Google rating among 212 rated financial planners in Bountiful is 4.8★, with a median of 16 reviews. American United Federal Credit Union has the most, 430 reviews, and ranks #13. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Bountiful count in this ranking?

Yes, if they are within 25 mi of the Bountiful city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Bountiful ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Bountiful a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Bountiful

  1. November 2026: RFA Scores recalculated for 212 financial planners serving Bountiful.

More financial planners and Bountiful pages