Advisor at Nibley Financial LLC
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.
Christopher Nibley is the principal of Nibley Financial LLC in Heber, Utah, holding a Series 65 designation with one year of industry experience. He is also the owner and accountant of Nibley Tax and Accounting LLC, a separate business through which he occasionally offers clients additional advice or products. His prior work includes roles at Bowen Law Professional Group, Powdr Corporation, and Rhodes & Associates. Nibley Financial Services LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm uses a methodology based on fundamental analysis, modern portfolio theory, and technical analysis, offering tax-aware investment options such as direct indexing and implementing advice on both a discretionary and non-discretionary basis.
Based on Nibley Financial LLC
$2,500 fixed fee for financial planning
$25,000 - $250,000: 1.25% annually $250,000 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.80% annually $3,000,000+: 0.65% annually
Account minimum: $25,000
150 N Main St #109
Heber, UT 84032
Utah
Nibley Financial Services LLC
2024 - Present (2 years)
Nibley Tax and Accounting LLC
2018 - Present (8 years)
Bowen Law Professional Group
2018 - 2018 (1 year)
Powdr Corporation
2017 - 2018 (1 year)
Rhodes & Associates
2015 - 2017 (2 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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