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Butler Tax & Accounting
“Kevin (and everyone else we've worked with) has been fantastic in helping with taxes, saving money and helping me make educated decisions about my finances.”
Best Financial Advisors near Herriman, UT
There are no firms listed in Herriman itself yet; the 24 below are the closest options, from towns including Sandy (6, 10 mi), South Jordan (5, 5 mi) and Lehi (5, 9 mi).
3 open weekends · 22 rated 4.5+
Data verified October 15, 2026
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Taylor Proactive Team
- Tax Law
- Knowledge
- Benefit
“When we bought a house in the middle of our taxes being prepared he worked with our mortgage officer to make sure everything they needed was available to get the mortgage approved.”
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Tax Accounting Corporation of America
- Integrity
- Knowledge
- Tax Laws
“If you are in need of competent, qualified and resourceful tax, advisory and financial representation, then you owe it to yourself to engage Tax Accounting Corporation of America.”
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B.o.s.s. Retirement Solutions and Advisors
- Portfolio
- Information
- Peace
“We are routinely impressed at how knowledgeable Zach and Brandon are with regard to our current financial situation, as well as helping us to feel secure about our future financial well-being.”
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Kranenburg Accounting & Tax Service Cpas
- Interaction
- Information
- Tax Advice
“They are not only top-notch professionals, but really good people who actually care about their clients and we're grateful to have known them for so long.”
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Larry Cox & Associates
- Team
“The first thing I found with Larry Cox Accounting,, it seems that their prices are going to be much less than what I've been paying with the competing firm [little-more than half of what I was paying elsewhere],, relevant to what I'd been perceiving...”
The 24 firms listed for Herriman, UT provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Herriman, UT
The 24 firms on this page are rated from 4.0 to 5.0 across 1,553 reviews; 8 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (83%) and quality (77%). The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "communication". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are bookkeeping (4), accounting (2), consulting (2), financial planning (2) and payroll (2). 5 have a BBB rating of A or A+. Domain records put 19 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer payment plans; 3 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 14 list a public email and 8 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Herriman take financial planning bookings online?
8 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
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Soulence Tax and Wealth Advisors
- Trust
- Strategy
- Payroll
“We are extremely satisfied with their ethics, valuable insights, expertise in tax preparation, cash management, payroll services, investment and tax mitigation strategy.”
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New Millennium Group - Financial Advisors
- Questions
- Planning
- Managers
“Whenever we have had questions or are in need of assistance the Financial Advisors have been very responsive to address our needs and ensure our investments are working for us.”
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Wasatch Tax and Accounting
- Team
- Business Tax
- Rocks
“We appreciated being able to ask a lot of questions to do future tax planning, and she was able to answer them all and help us come up with a solid strategy for the next year.”
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Net Worth Advisory Group
- Market
- Goals
- Meeting
“I have worked with Ray L, Kristie D and Le Ann V since 2018 they have always been professional and so helpful with creating a financial plan that works for me.”
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Genwealth Advisory Group
- Options
- Retirement
- Assets
“I strongly suggest going into the office, meet the team, eat some freshly baked cookies, drink your favorite beverage and listen to what they have to say.”
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Capital Wealth
- Seminar
- Options
- IRA
“When my daughter lost her husband to COVID, Mike Stevens at Capital Wealth Advisors stepped in to help coordinate the settlement of his estate and set up a financial plan for her benefit.”
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Integrated Financial Group
- Knowledge
- Future
- Managing
“He is very professional but warm and easy to talk to, he explains things thoroughly and in an easy to understand way, and is always available should I have questions.”
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Tencap Wealth Coaching - Financial Advisor
- Risk
- Advice
- Sound
“The coaches at Tencap are excellent communicators and cut through the media mob facade and so called experts to bring a common sense approach to investment strategies.”
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Core Financial
- Benefits
- Retirement
- Pressure
“We have taken an evening seminar and worked with Jared Knudsen on several different days to find out about our Social Security requirements and benefits.”
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Larson & Company, Certified Public Accountants
- File
“Amber has been a great resource, helping us clean up our books, providing excellent tax code advice, and helping us plan for year end tax management throughout the year.”
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Medicus Wealth Planning
- Needs
- Team
- Future
“Medicus Wealth Planning in general, and Kevin Michels specifically, has handled my small account with the same care and respect as they would a much larger account.”
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R.o.i. Wealth Management - Fee Only Financial Advisors
- Markets
- Accounts
- Portfolio
“I have worked with ROI for over 20 years and have always found them to be easy to work with, well informed about the financial matters, and on the cutting edge of portfolio management.”
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Prince Hansen Group
- Business Tax
“We have been working with Doug Hansen for our business and personal accounting and tax preparations needs for 16 years and have found him extremely knowledgeable and very easy to work with.”
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Accuplan Benefits Services
- Review
- Messages
- Number
“I can highly recommend Accuplan as their service was always prompt and their staff was expertly informed about all the rules that govern this typeof IRA program.”
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Capita Financial Network
“Answered all of our questions and worked out a good plan for retirement.”
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Proactive Wealth Concepts
- Team
- Needs
- Interest
“We appreciate all you have done for us over the past years.”
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Integrity Financial Groups
- Company
- Options
- Truck
“And to me that's what matters the most, (my quote) A customer that is happy with the way his financing is handled is a happier customer in general, that will come back to finance more equipment.”
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Partner Alliance Advisors
- Information
- Questions
- Insurance
“Zack is amazing and easy to work with, I've always hated insurance people not gonna lie but I actually liked Zack and he was able to help me when I was in a bad position.”
Retirement Planning and Investment Management Services in Herriman, UT Cost Estimates
Minimum cost
$1031
Maximum cost
$8762
National Average
$3093
Avg Per Hour Rates
$310
$2062
$5670
Typical price range is based on 529 cost profiles
Why these companies made our list
What clients say about firms near Herriman
- “Capital Wealth is always available to answer questions or review your portfolio.” — client of Capital Wealth
- “They made retirement planning a breeze! They are very personable and really took time to find out about me and what I wanted for my future, then catered my retirement plan accordingly.” — client of Core Financial
- “I fully trust Cortney and would recommend him to anyone looking for retirement planning or investment advice.” — client of Integrated Financial Group
- “Kevin was exceptionally thorough, knowledgeable, and experienced in developing a sound financial plan.” — client of Medicus Wealth Planning
Excerpts from public reviews of the firms listed on this page.
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