BP
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
139 advisors
Number of Clients
6,585 clients
Average Client Portfolio
$17.9M average
Assets Under Management
$118.0B
Fee Structure
Hourly Rate:Up to $550/hr
Fees for Wealthspire Retirement's services are based on either the market value of plan assets or a flat fee, depending on the service. Asset-based fees will not exceed 1.60% of plan assets. Hourly fees may be charged, not exceeding $550 per hour. Portfolio management fees range from 0.25% - 1.60%. Investment and financial consulting fees will not exceed $550 per hour.
Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information
Office location
489 S. Jordan Pkwy, Suite 310, South Jordan, UT, 84095
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wealthspire Retirement Advisory
November 2023 - Present · 2 yrs 2 mos
Previous Registrations
Divergent Wealth Advisors, LLC
July 2022 - September 2024 · 2 yrs 2 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.