Skip to content

Financial Planners in Sandy, UT: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Sandy: Paramount Tax & Accounting West Jordan, RFA Score 78/100; 5.0★ from 334 Google reviews.

  2. 3

    Most-reviewed: Paramount Tax & Accounting CPAs of Lehi, 506 Google reviews at 4.9★, the most of 241 ranked; ranked #3.

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

241 Sandy financial planners are ranked here by RFA Score, from eight published factors. 29 open Saturdays and 3 open Sundays, based on posted hours. The median Google rating is 4.8★ across 241 rated firms.

Top 10 financial planners in Sandy 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 Sandy at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Paramount Tax & Accounting West Jordan785.0★ (334)West Jordan, 3 mi awayTop score
2Paramount Tax & Accounting CPAs Draper764.8★ (419)Draper, 5 mi away—
3Paramount Tax & Accounting CPAs of Lehi764.9★ (506)Lehi, 11 mi awayMost reviews
4American United Federal Credit Union764.7★ (263)Sandy—
5New Millennium Group - Financial Advisors754.8★ (167)Sandy—
6Paramount Tax & Accounting Herriman754.9★ (253)Riverton, 7 mi away—
7Altura Benefits | Group Health Insurance Brokers755.0★ (115)Salt Lake City, 3 mi away—
8Capital Wealth755.0★ (252)Lehi, 11 mi away—
9Net Worth Advisory Group755.0★ (94)Sandy—
10Paramount Tax & Accounting South Jordan744.9★ (127)South Jordan, 3 mi away—

All 241 financial planners in Sandy, 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 Capital Wealth

    Based in Lehi, 11 mi away

    75/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 252 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 252 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    3400 N Ashton Blvd #190, Lehi, UT 84048
    View profile for Capital Wealth(801) 210-2800

  21. #21 Lake City Funding

    Based in Draper, 5 mi away

    72/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 55 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 55 Google reviews
    Hours
    Mon–Sat 8 AM–10 PM · Sun closed
    Address
    12401 S 450 E e2, Draper, UT 84020
    View profile for Lake City Funding(801) 573-1113

  23. #23 Haynie

    Based in Salt Lake City, 9 mi away

    72/100RFA Score

    Ranked #23 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

  25. #25 Savology

    Based in Lehi, 12 mi away

    71/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 81 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 81 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    2701 N Thanksgiving Way #100, Lehi, UT 84043
    View profile for Savology

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

financial planners in Sandy, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Integrated Financial Group714.8★ (43)3 mi
27Evolving Money715.0★ (43)6 mi
28Salt Lake Financial Planning715.0★ (26)In Sandy
29Bright Solution Credit Repair714.9★ (34)2 mi
30Paramount Tax & Accounting Bountiful704.9★ (170)21 mi
31Phibbs Financial705.0★ (33)4 mi
32Trajan Wealth704.7★ (62)6 mi
33Everspire704.9★ (32)3 mi
34Bank of America (with Drive-thru ATM)705.0★ (106)19 mi
35Mitchell & Associates, LLC704.9★ (42)7 mi
36Carson Wealth705.0★ (31)5 mi
37Zions Bank704.2★ (116)5 mi
38EP Wealth Advisors705.0★ (28)5 mi
39Partner Alliance Advisors705.0★ (24)3 mi
40CORE Financial, Inc.695.0★ (82)18 mi
41Zions Bank West Jordan/Copper Hills694.4★ (62)5 mi
42TrueNorth Wealth - Financial Advisors695.0★ (23)4 mi
43Amicus Settlement Planners695.0★ (41)11 mi
44B.O.S.S. Retirement Solutions and Advisors694.7★ (27)5 mi
45Lefavi Wealth Management694.8★ (39)10 mi
46Diversify694.4★ (22)In Sandy
47New York Life Insurance694.4★ (22)In Sandy
48Mortgage Solutions Team - Utah Mortgage Experts694.9★ (18)3 mi
49101 Financial695.0★ (78)21 mi
50Tencap Wealth Coaching - Financial Advisor695.0★ (17)3 mi

Also serving Sandy

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 Sandy
BusinessGoogle ratingDistance
Alliance Group, Inc.3.7★ (3)In Sandy
Ameriprise Financial3.0★ (2)In Sandy
ArbiterPayTM1.0★ (2)In Sandy
Atkinson Advisory Group - Brandon S Atkinson ChFC, LUTCF5.0★ (1)In Sandy
Bank of Utah - Sandy4.9★ (37)In Sandy
Edward Jones - Financial Advisor: Marcus E Johnson, CFP®|CPWA®|CEPA®|AAMS®5.0★ (2)In Sandy
Edward Jones - Financial Advisor: Tyler R Johnson5.0★ (2)In Sandy
Emery Financial Group5.0★ (1)In Sandy
Fortius Financial2.3★ (9)In Sandy
Heritage Financial Place5.0★ (1)In Sandy
HUB International3.0★ (8)In Sandy
HUB International1.0★ (2)In Sandy
LPL Financial - Kent C. Griffiths, MBA, CFP3.0★ (2)In Sandy
Patrick W. Robertson - New York Life Insurance Company5.0★ (1)In Sandy
Pinnacle Wealth Strategies5.0★ (2)In Sandy
Shoop Financial Services5.0★ (24)In Sandy
Trek Financial - Sandy Office5.0★ (2)In Sandy
Wells Fargo Advisors5.0★ (1)In Sandy
Wes Barlow - Bank of Utah VP, Mortgage Area Manager5.0★ (2)In Sandy
Zions Direct1.0★ (2)In Sandy

How we ranked Sandy financial planners

We scored 241 Sandy 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 Sandy 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 Sandy: frequently asked questions

Which financial planner has the highest RFA Score in Sandy?

By RFA Score, the highest-ranked financial planner in Sandy, UT is Paramount Tax & Accounting West Jordan with an RFA Score of 78/100. It has 5.0★ from 334 Google reviews. Paramount Tax & Accounting CPAs Draper (#2) and Paramount Tax & Accounting CPAs of Lehi (#3) follow. We ranked 241 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Sandy?

RankedFinancialAdvisors ranks 241 financial planners serving Sandy, UT. 6 of them are based in Sandy; 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 Sandy work on weekends?

29 of 241 ranked financial planners post Saturday hours and 3 post Sunday hours. The highest-ranked open Saturdays is Lake City Funding (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Sandy financial planners have?

The median Google rating among 241 rated financial planners in Sandy is 4.8★, with a median of 19 reviews. Paramount Tax & Accounting CPAs of Lehi has the most, 506 reviews, and ranks #3. 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 Sandy count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 241 financial planners serving Sandy.

More financial planners and Sandy pages