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Financial Planners in Saint George, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Saint George: Paramount Tax & Accounting of St. George, RFA Score 79/100; 5.0★ from 159 Google reviews.

  2. 2

    Most-reviewed: Ashton & Associates Wealth Management & Insurance, 80 Google reviews at 5.0★, the most of 26 ranked after Paramount Tax & Accounting of St. George; ranked #2.

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

26 Saint George financial planners are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 26 rated firms.

Top 10 financial planners in Saint George 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 Saint George at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Paramount Tax & Accounting of St. George795.0★ (159)Saint GeorgeTop score
2Ashton & Associates Wealth Management & Insurance775.0★ (80)Saint GeorgeMost reviews
3Hampton Home Loans775.0★ (69)Saint George—
4Statera Wealth Management755.0★ (41)Saint George—
5Du Charme Wealth Management745.0★ (34)Saint George—
6Heaton Financial725.0★ (17)Saint George—
7Nimmer Financial725.0★ (16)Saint George—
8Hartman Retirement Partners725.0★ (14)Saint George—
9Wyson Financial724.8★ (16)Saint George—
10Hallows & Company - St. George Office714.9★ (13)Saint George—

All 26 financial planners in Saint George, 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.

  3. #3 Hampton Home Loans

    Based in Saint George

    77/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 69 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    135 N 900 E, #2, St. George, UT 84770
    View profile for Hampton Home Loans(801) 577-9231

  6. #6 Heaton Financial

    Based in Saint George

    72/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1224 S River Rd a103, St. George, UT 84790
    View profile for Heaton Financial(435) 272-4362

  7. #7 Nimmer Financial

    Based in Saint George

    72/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 16 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    1664 S Dixie Dr C-105, St. George, UT 84770
    View profile for Nimmer Financial(435) 523-3977

  9. #9 Wyson Financial

    Based in Saint George

    72/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 16 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 16 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    375 E Riverside Dr, St. George, UT 84790
    View profile for Wyson Financial(435) 986-9525

  13. #13 Zions Bank Washington

    Based in Washington, 4 mi away

    71/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.0★ from 45 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 45 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    865 W Telegraph St, Washington, UT 84780
    View profile for Zions Bank Washington(435) 628-0457

  17. #17 EP Wealth Advisors

    Based in Saint George

    69/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    50 E 100 S Ste 101, St. George, UT 84770
    View profile for EP Wealth Advisors(435) 628-6336

  18. #18 Eric Scott Financial

    Based in Saint George

    69/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 3.9★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 11 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–12 PM · Sat–Sun closed
    Address
    555 S Bluff St #302, St. George, UT 84770
    View profile for Eric Scott Financial(435) 773-9444

  19. #19 Parker Advisory Group

    Based in Saint George

    69/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    20 N Main St #202, St. George, UT 84770
    View profile for Parker Advisory Group(435) 628-8773

  21. #21 Zions Bank

    Based in Saint George

    69/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.4★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 3.4★ from 11 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    144 W Brigham Rd C, St. George, UT 84790
    View profile for Zions Bank(435) 628-2811

  23. #23 TRUWealth Financial

    Based in Saint George

    68/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1060 S Main St Bldg 2, Ste 401, St. George, UT 84770
    View profile for TRUWealth Financial

  25. #25 Zions Bank St. George

    Based in Saint George

    67/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 2.8★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 2.8★ from 32 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    40 E St George Blvd, St. George, UT 84770
    View profile for Zions Bank St. George(435) 628-2308

All 26 financial planners

#1 to #25 are shown in full above. Here are #26 to #26, in RFA Score order; each links to its profile.

financial planners in Saint George, ranks 26 to 26
RankBusinessRFA ScoreGoogle ratingDistance
26Zions Bank643.3★ (26)17 mi

Also serving Saint George

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 Saint George
BusinessGoogle ratingDistance
Amerify Financial5.0★ (3)In Saint George
Armstrong & Associates5.0★ (20)In Saint George
B.O.S.S. Retirement Solutions and Advisors4.5★ (2)In Saint George
Bank of Utah - St. George5.0★ (18)In Saint George
Charles Schwab4.0★ (10)In Saint George
Edward Jones - Financial Advisor: Grant L Carter III5.0★ (3)In Saint George
Edward Jones - Financial Advisor: John J Shepherd5.0★ (3)In Saint George
Edward Jones - Financial Advisor: Ryan Bessey, ChFC®|CRPC™5.0★ (5)In Saint George
Financial Zen5.0★ (10)In Saint George
Gateway Financial Services Inc1.0★ (1)In Saint George
Grenko LLC5.0★ (1)In Saint George
Hulet CPA & Associates PLLC4.3★ (6)In Saint George
Jennifer Miller Higby: Primerica - Financial Services4.9★ (15)In Saint George
JoAnn Anderson - Bank of Utah Mortgage Loan Officer5.0★ (2)In Saint George
Liz Littell - Bank of Utah Mortgage and Construction Loan Officer5.0★ (9)In Saint George
New Millennium Group - Financial Advisors4.9★ (41)In Saint George
Northwestern Mutual5.0★ (2)In Saint George
Optic Financial5.0★ (2)In Saint George
Soltis Investment Advisors4.7★ (41)In Saint George
Teton Wealth Group5.0★ (1)In Saint George

How we ranked Saint George financial planners

We scored 26 Saint George 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 Saint George 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 Saint George: frequently asked questions

Which financial planner has the highest RFA Score in Saint George?

By RFA Score, the highest-ranked financial planner in Saint George, UT is Paramount Tax & Accounting of St. George with an RFA Score of 79/100. It has 5.0★ from 159 Google reviews. Ashton & Associates Wealth Management & Insurance (#2) and Hampton Home Loans (#3) follow. We ranked 26 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Saint George?

RankedFinancialAdvisors ranks 26 financial planners serving Saint George, UT. 24 of them are based in Saint George; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Saint George financial planners have?

The median Google rating among 26 rated financial planners in Saint George is 5.0★, with a median of 14 reviews. Paramount Tax & Accounting of St. George has the most, 159 reviews, and ranks #1. 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 Saint George count in this ranking?

Yes, if they are within 25 mi of the Saint George 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 Saint George 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 Saint George 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 Saint George

  1. November 2026: RFA Scores recalculated for 26 financial planners serving Saint George.

More financial planners and Saint George pages

Financial planners near Saint George