Albion Financial Group

Albion Financial Group (CRD# 105957) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $906,259,568 in 1,600 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    906
    MILLION
  • Total Number of Accounts
    1,600
    ACCOUNTS
  • Average Account Value
    $566,412
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, HI, ID, LA, MN, MT, NH, NV, NY, TX, UT, VA, VT, WA

Financial Advisors at Albion Financial Group
Showing 1 - 10 of 14 top financial advisors.
1
John Q. Bird
CRD#: 1252937
812 East 2100 South, Salt Lake City, UT 84106
96
Wealthminder
score

John Bird (CRD# 1252937) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 32 years of experience in the finance industry. John Bird has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Debra R. Knotts
CRD#: 1759748
812 East 2100 South, Salt Lake City, UT 84106
96
Wealthminder
score

Debra Knotts (CRD# 1759748) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 17 years of experience in the finance industry. Debra Knotts has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Devin B. Pope
CRD#: 4637903
812 East 2100 South, Salt Lake City, UT 84106
96
Wealthminder
score

Devin Pope (CRD# 4637903) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 13 years of experience in the finance industry. Devin Pope has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Catherine T. Barron
CRD#: 4347941
812 East 2100 South, Salt Lake City, UT 84106
93
Wealthminder
score

Catherine Barron (CRD# 4347941) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 17 years of experience in the finance industry.

5
Jose Biton
CRD#: 4605856
812 East 2100 South, Salt Lake City, UT 84106
93
Wealthminder
score

Jose Biton (CRD# 4605856) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 14 years of experience in the finance industry.

6
Carrie A. Kerr
CRD#: 4965799
812 East 2100 South, Salt Lake City, UT 84106
93
Wealthminder
score

Carrie Kerr (CRD# 4965799) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 9 years of experience in the finance industry.

7
Jonathan M. Larsen
CRD#: 4167102
812 East 2100 South, Salt Lake City, UT 84106
93
Wealthminder
score

Jonathan Larsen (CRD# 4167102) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 16 years of experience in the finance industry.

8
William T. Levitt
CRD#: 1252930
812 East 2100 South, Salt Lake City, UT 84106
93
Wealthminder
score

William Levitt (CRD# 1252930) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 24 years of experience in the finance industry.

9
Kim K. McNeil
CRD#: 4347944
812 East 2100 South, Salt Lake City, UT 84106
93
Wealthminder
score

Kim McNeil (CRD# 4347944) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 17 years of experience in the finance industry.

10
Jason Ware
CRD#: 5848104
812 East 2100 South, Salt Lake City, UT 84106
93
Wealthminder
score

Jason Ware (CRD# 5848104) is an Investment Advisor Representative working at Albion Financial Group in Salt Lake City, UT and has over 6 years of experience in the finance industry.

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