Financial Advisors for Retirees in Utah
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Featured Financial Advisors
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Capital Area Planning Group
1 Client Reviews
"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Bull Oak
You work hard for your money. We’ll work hard to help you capitalize on what you’ve earned.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Bull Oak is a full-service financial advisory firm. We provide investment management, financial planning, tax strategy, tax preparation and filing, and estate planning. Our all-inclusive service frees up your time and gives you an optimal wealth management experience with harmony between all aspects of your financial life.
Financial Advisors
Chris Gure
Pillar Wealth
Cayden McLaughlin, CFP, EA
Ian Weiner, CFP(R), CEPA
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Capital Area Planning Group
"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Bull Oak
Rodriquez Wealth Management
Calculated Wealth
Retirement Matters, Inc.
Artistic Wealth
Showing 1 - 10 of 11 results
FrequentlyAsked Questions
Q: Is it worth hiring a financial advisor if I’m already retired?
A: Yes. Retirement comes with new financial decisions, and an advisor can help you manage income, taxes, investments, and healthcare while making sure your money lasts.
Q: What should a financial advisor do for someone who is retired?
A: They create a withdrawal strategy, monitor investment risk, plan for RMDs, advise on Social Security timing, handle tax strategy, and help with Medicare or long-term care planning.
Q: How much does a retirement advisor typically cost?
A: Most charge 0.25%–1% of assets under management. Flat fees ($2,000–$7,000) or hourly planning ($200–$500/hr) are also common for retirees.
Q: What credentials should a retirement financial advisor have?
A: Look for a CFP® or RICP® (Retirement Income Certified Professional). Make sure they’re a fiduciary and experienced with retirement income planning.
Q: What are red flags when choosing a retirement advisor?
A: Be wary of anyone who pushes annuities or insurance without explanation, won’t disclose fees, or avoids answering how they’re paid.
Should You Hire a Financial Advisor After You Retire?
Yes — hiring a financial advisor after retirement can help you preserve wealth, minimize taxes, and avoid running out of money too soon.
Here’s how the right advisor helps:
- Retirement income planning: Create a strategy to safely draw from your 401(k), IRA, and brokerage accounts without overspending
- Tax-efficient withdrawals: Avoid penalties and lower your tax bill with smart sequencing and Roth conversions
- Required Minimum Distributions (RMDs): Make sure you're following the rules and minimizing unnecessary taxes
- Social Security optimization: Pick the right age to start based on your needs and benefits
- Medicare and healthcare planning: Budget for premiums, out-of-pocket costs, and potential long-term care
- Estate and legacy planning: Structure your accounts to pass wealth efficiently to family or charity
Choose a fee-only fiduciary with experience in retirement income. Look for credentials like CFP® or RICP®, and make sure they regularly work with retirees just like you.
Here’s how the right advisor helps:
- Retirement income planning: Create a strategy to safely draw from your 401(k), IRA, and brokerage accounts without overspending
- Tax-efficient withdrawals: Avoid penalties and lower your tax bill with smart sequencing and Roth conversions
- Required Minimum Distributions (RMDs): Make sure you're following the rules and minimizing unnecessary taxes
- Social Security optimization: Pick the right age to start based on your needs and benefits
- Medicare and healthcare planning: Budget for premiums, out-of-pocket costs, and potential long-term care
- Estate and legacy planning: Structure your accounts to pass wealth efficiently to family or charity
Choose a fee-only fiduciary with experience in retirement income. Look for credentials like CFP® or RICP®, and make sure they regularly work with retirees just like you.
Not sure who’s right for you as a retiree? Answer a few quick questions, and we’ll introduce you to someone who fits.
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