Financial Planning Office, LLC

Financial Planning Office, LLC (CRD# 107202) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $89,800,000 in 266 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $337,594
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

UT

Financial Advisors at Financial Planning Office, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey T. Brimhall
CRD#: 5973171
1308 South 1700 East, Suite 208, Salt Lake City, UT 84108
96
Wealthminder
score

Jeffrey Brimhall (CRD# 5973171) is an Investment Advisor Representative working at Financial Planning Office, LLC in Salt Lake City, UT and has over 6 years of experience in the finance industry. Jeffrey Brimhall 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
Benjamin F. Cummings
CRD#: 6878065
1308 South 1700 East, Suite 208, Salt Lake City, UT 84108
90
Wealthminder
score

Benjamin Cummings (CRD# 6878065) is an Investment Advisor Representative working at Financial Planning Office, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry. Benjamin Cummings 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
Hyrum L. Smith
CRD#: 6418090
1308 South 1700 East, Suite 208, Salt Lake City, UT 84108
90
Wealthminder
score

Hyrum Smith (CRD# 6418090) is an Investment Advisor Representative working at Financial Planning Office, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry. Hyrum Smith 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.

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