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Financial Planners in Ogden, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Ogden: B.O.S.S. Retirement Solutions and Advisors, RFA Score 75/100; 4.9★ from 81 Google reviews.

  2. 4

    Most-reviewed: Strategic Planning Group, 284 Google reviews at 5.0★, the most of 60 ranked; ranked #4.

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

60 Ogden financial planners are ranked here by RFA Score, from eight published factors. 11 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 60 rated firms.

Top 10 financial planners in Ogden 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 Ogden at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1B.O.S.S. Retirement Solutions and Advisors754.9★ (81)Ogden—Top score
2Paramount Tax & Accounting Ogden755.0★ (63)Ogden——
3Paramount Tax & Accounting CPAs Kaysville / Layton755.0★ (173)Kaysville, 12 mi away——
4Strategic Planning Group735.0★ (284)Bountiful, 24 mi away—Most reviews
5First Command734.9★ (77)Layton, 9 mi away——
6Jon Gates, CFP®, CRPC®, Intermountain Financial Partners725.0★ (62)Clearfield, 9 mi awayEvenings—
7Zions Bank South Ogden724.6★ (66)South Ogden, 5 mi away——
8FJ & Associates, PLLC724.8★ (93)Kaysville, 12 mi away——
9Wasatch Peaks Credit Union724.3★ (58)OgdenSat—
10Paramount Tax & Accounting Bountiful714.9★ (170)Bountiful, 23 mi away——

All 60 financial planners in Ogden, 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.

  5. #5 First Command

    Based in Layton, 9 mi away

    73/100RFA Score

    Ranked #5 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

  7. #7 Zions Bank South Ogden

    Based in South Ogden, 5 mi away

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.6★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 66 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    5635 Harrison Blvd, South Ogden, UT 84403
    View profile for Zions Bank South Ogden(801) 479-7993

  8. #8 FJ & Associates, PLLC

    Based in Kaysville, 12 mi away

    72/100RFA Score

    Ranked #8 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 Davis Financial LLC

    Based in West Haven, 6 mi away

    68/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4640 S 3500 W Ste 2, West Haven, UT 84401
    View profile for Davis Financial LLC(801) 620-0586

  21. #21 Zions Bank

    Based in Kaysville, 13 mi away

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 20 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 20 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    33 S Main St, Kaysville, UT 84037
    View profile for Zions Bank(801) 991-2808

  22. #22 5 Wealth Management

    Based in Farmington, 16 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.9★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 23 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 10 AM–3 PM · Sat–Sun closed
    Address
    991 Shepard Ln Ste 110, Farmington, UT 84025
    View profile for 5 Wealth Management(801) 558-1358

  24. #24 Everlast Wealth

    Based in Ogden

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1140 36th St #290, Ogden, UT 84403
    View profile for Everlast Wealth(801) 332-9670

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 60 ranked financial planners here; the rest are on their profiles.

financial planners in Ogden, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Priority Wealth Partners675.0★ (9)9 mi
27Zions Bank Syracuse663.8★ (35)10 mi
28Scott Smith - Raymond James665.0★ (3)In Ogden
29Aligned and Balanced Bookkeeping663.7★ (3)In Ogden
30Zions Bank663.6★ (34)9 mi
31Zions Bank663.2★ (31)5 mi
32Trajan Wealth654.6★ (16)16 mi
33Zions Bank653.6★ (33)11 mi
34Stacey Fredrickson - Private Wealth Advisor, Ameriprise Financial Services, LLC655.0★ (4)9 mi
35Zions Bank642.4★ (38)In Ogden
36Zions Bank643.7★ (30)17 mi
37First Command Financial Advisor - Stephen Thaeler, ChFC®|MBA|CFP®645.0★ (3)9 mi
38Bank of America (with Drive-thru ATM)643.1★ (28)10 mi
39Legacy Private Wealth Advisors - Ameriprise Financial Services, LLC643.4★ (5)9 mi
40Ryan Poll - Raymond James645.0★ (3)9 mi
41Zions Bank643.9★ (39)21 mi
42Peterson Wealth Services Inc645.0★ (68)5 mi
43WEX Inc.641.3★ (14)In Ogden
44Advanced Retirement Strategies645.0★ (10)21 mi
45Matthew Hoskins Financial633.7★ (6)13 mi
46BMO Bank N.A Branches632.4★ (16)9 mi
47Zions Bank633.8★ (16)20 mi
48Zions Bank633.9★ (23)24 mi
49Simple Strategies625.0★ (4)17 mi
50Zolutions LLC625.0★ (6)22 mi

Also serving Ogden

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 Ogden
BusinessGoogle ratingDistance
Ascend Investment Partners5.0★ (2)In Ogden
Bank of Utah - Ben Lomond5.0★ (21)In Ogden
Bank of Utah - South Ogden4.3★ (26)In Ogden
Bank of Utah Corporate Office4.7★ (83)In Ogden
Catalyst Retirement Solutions5.0★ (5)In Ogden
Doutre Financial Coaching5.0★ (25)In Ogden
Edward Jones - Financial Advisor: Bart Tucker, CFP®|CRPC™3.7★ (3)In Ogden
Edward Jones - Financial Advisor: James S Packard, CEPA®5.0★ (28)In Ogden
Edward Jones - Financial Advisor: Kirk R Johnson, CEPA®|CRPC™5.0★ (2)In Ogden
Encore Benefits5.0★ (2)In Ogden
Merrill Lynch Wealth Management5.0★ (1)In Ogden
My Advisor Financial5.0★ (2)In Ogden
Northland Investments3.0★ (2)In Ogden
Platinum Payments Merchant Services5.0★ (28)In Ogden
Red Apple Financial4.0★ (5)In Ogden
Revolution Financial Management5.0★ (5)In Ogden
social construct inc5.0★ (1)In Ogden
Taggart Investments Inc5.0★ (1)In Ogden
Von Colln Financial Group5.0★ (1)In Ogden
Welcome To Wealthy4.9★ (39)In Ogden

How we ranked Ogden financial planners

We scored 60 Ogden 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 Ogden 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 Ogden: frequently asked questions

Which financial planner has the highest RFA Score in Ogden?

By RFA Score, the highest-ranked financial planner in Ogden, UT is B.O.S.S. Retirement Solutions and Advisors with an RFA Score of 75/100. It has 4.9★ from 81 Google reviews. Paramount Tax & Accounting Ogden (#2) and Paramount Tax & Accounting CPAs Kaysville / Layton (#3) follow. We ranked 60 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Ogden?

RankedFinancialAdvisors ranks 60 financial planners serving Ogden, UT. 12 of them are based in Ogden; 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 Ogden work on weekends?

11 of 60 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Wasatch Peaks Credit Union (#9), Wasatch Peaks Credit Union (#11) and Bank of America (with Drive-thru ATM) (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ogden financial planners have?

The median Google rating among 60 rated financial planners in Ogden is 4.8★, with a median of 20 reviews. Strategic Planning Group has the most, 284 reviews, and ranks #4. 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 Ogden count in this ranking?

Yes, if they are within 25 mi of the Ogden 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 Ogden 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 Ogden 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 Ogden

  1. November 2026: RFA Scores recalculated for 60 financial planners serving Ogden.

More financial planners and Ogden pages