Five Seasons Financial Planning LLC

Five Seasons Financial Planning LLC (CRD# 130766) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $41,000,000 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $256,250
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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 Five Seasons Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul N. Winter
CRD#: 1870699
Salt Lake City, UT
93
Wealthminder
score

Paul Winter (CRD# 1870699) is an Investment Advisor Representative working at Five Seasons Financial Planning LLC in Salt Lake City, UT and has over 28 years of experience in the finance industry.

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