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Funk Rockwell
- Job
- Law
- Work
“I relied heavily on Funk | Rockwell for direction, information, recommendations, and to do a fair and helpful job for me, to ensure I maximized my legal and honorable business expense deductions.”
Best Financial Advisors in Logan, UT
24 firms listed · 15 in Logan · 17 rated 4.5+ · 3 show a license
Data verified October 18, 2026
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Bridgerland Financial
“I have been retired for two months now, and everything that we covered in our meetings together has been spot on, to include the numbers on my retirement checks!”
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Henderson and Floyd Financial
“He truly cares about helping you become financially independent.”
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Adams Wealth Advisors
“I'm going to be blunt in saying that the one or two bad reviews here seem to have nothing to do with this actual business or the performance that Adams Wealth Advisors produces for its clients.”
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Advocate Tax & Accounting
“Dave and the staff at Advocate Tax & Accounting are great to work with - they're responsive to all my questions and make sure everything is taken care of correctly.”
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D.A. Davidson
“He is able to explain finances in a way that is at a normal persons level so you feel like you have control of your money and know how to make it work for you!”
The 24 firms listed for Logan, 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: Logan, UT
Of the 24 firms we list here, 15 are in Logan itself and 9 come from towns including Providence (3, 2 mi), Ogden (2, 36 mi) and Bountiful (1, 1 mi). 19 of the firms on this page have a rating, from 4.0 to 5.0 across 165 reviews; 1 has 50 or more reviews and 17 are rated 4.5 or higher. 3 show a license on their websites and 2 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 27 years. 2 offer payment plans and 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 16 list a public email and 5 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 Logan take financial planning bookings online?
5 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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Choules Financial
- Investment
“Devin is super knowledgeable when it comes to finances and has been a great help advising me to get the best return for my investment.”
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Peak Investment Coaching
“You can tell he's not interested in sucking as much money out of you as he can and he really cares about each individual and wants to help them build a financially stable future.”
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Beacon Financial Planning
“These guys are the real deal.”
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Gunnell Wealth Management, Advisors With D.A. Davidson
“I couldn't be happier with the way he has handle my investments made sure it was what I wanted to do and helped me make the right choices for my life style.”
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Summit Group Wealth Advisors
“I didn't feel like they were cramming life insurance down my throat like I have experienced with other "advisors".”
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Skyline Payee Services
“They were a little slow to call back, which is why we only gave four stars.”
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Carmichael Financial Advisors
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Harold Dance Investments
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Summit Capital Financial Group
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Dransfield and Associates
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Saunders Nydegger
- Finance
- Company
- Tax Laws
“We previously worked with BDO (a multinational accounting and consulting firm) and actually receive much better advice and service with Saunders Nydegger.”
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Cache Financial
“He was respectful and patient with my wife.”
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Wealth Mode Financial Planning | Justin Chidester, Cfp, AFC
“I met with them remotely to establish a fully customized financial plan based on my current situation and goals, and they made sure I was taken care of through every step of the process; communication was clear and frequent, ensuring I wouldn't forge...”
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Tradementors
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Evergreen Financial Partners
“We have had nothing shy of a great experience with Landon and Larry at Evergreen Financial Partners.”
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SLN Financial
- Team
- Retirement
“I trust him for sound financial advice.”
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Lee Miles Wealth Management
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Von Colln Financial Group
“Phenomenal, the employees are super friendly and helpful.”
Retirement Planning and Investment Management Services in Logan, UT Cost Estimates
Minimum cost
$1032
Maximum cost
$8769
National Average
$3095
Avg Per Hour Rates
$310
$2064
$5674
Typical price range is based on 262 cost profiles
Why these companies made our list
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