Cesily Tippetts
Advisor at Interwise
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Cesily Tippetts is a financial advisor at Interwise with a Series 65 credential and four years of industry experience. Prior to joining Interwise, she worked in the education sector with Canyons School District at Quail Hollow Elementary. Interwise serves individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities by providing discretionary asset management, retirement plan consulting, and financial planning. The firm uses tailored, diversified portfolios with a combination of direct investments, separately managed accounts, and third-party managers, along with affiliated tax and accounting services.
Client services
Based on Interwise
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Interwise
Annuities
Private / alternative investments
Real estate investing
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
Flat fees for financial planning and consulting services, not to exceed $25,000
Hourly fees for financial planning and consulting services (specific amounts not stated)
Account minimum: $500,000 Fee-only: Flat fees up to $25,000; hourly fees (specific amounts not stated)
Location
3115 East Lion Lane, Suite 160
Holladay, UT 84121
Most active in
Cesily T has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Valued Wealth Advisors dba Interwise
2022 - Present (4 years)
Canyons School District, Quail Hollow Elementary
2021 - 2022 (1 year)
N/a
2017 - 2021 (4 years)
Canyons School District, Quail Hollow Elementary
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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