Colby Haupt
Advisor at Your IA, LLC
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.
Firm
Your IA, LLC
Location
St. George, UT 84770
Credentials
Series 63, Series 66
Industry experience
6 years
About
Colby Haupt is a financial advisor with Your IA, LLC and holds Series 63 and Series 66 licenses. He has six years of industry experience, including prior roles at Summit Global Investments, Fidelity Brokerage Services, and Zion Wealth Advisors. Outside of advisory work, he is involved with Fellowship Consulting LLC, a consulting business. Your IA, LLC is an SEC-registered advisory firm that provides investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm creates customized portfolios using model strategies and third-party managers, and offers both discretionary and non-discretionary mandates.
Expertise
Based on Your IA, LLC
Wealth management
Active portfolio management
Tax-loss harvesting
Life insurance needs analysis
Fee options
Negotiable fixed fees for standalone financial planning services
$0+: Up to 2.40% maximum annualized advisory fee (total "All In" fee) composed of three components $0+: IAR Fee negotiated between client and IAR, up to 1.20% annually $0+: Model/Strategy Fee ranges from 0.00% to 0.80% annually depending on model/strategy $0+: Platform Fee of 0.40% annually
Negotiable hourly rate for additional personal administrative or special services and financial planning services
Fee-only: Fees based on assets under management, hourly fees, and fixed fees for financial planning services
Location
616 South 300 East
St. George, UT 84770
Most active in
Colby H has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Your IA LLC
2025 - Present (1 year)
Associate Owners Group, Inc.
2025 - Present (1 year)
Fellowship Consulting LLC
2025 - Present (1 year)
Zion Wealth Advisors
2024 - 2025 (1 year)
LPL FINANCIAL
2024 - 2025 (1 year)
United Planners Financial Services
2024 - 2024 (1 year)
Summit Global Investments, LLC
2021 - 2024 (3 years)
Fidelity Brokerage Services LLC
2019 - 2021 (2 years)
Unemployed
2018 - 2019 (1 year)
Experis, Inc
2017 - 2018 (1 year)
Unemployed
2017 - 2017 (1 year)
Dixie State University
2016 - 2017 (1 year)
Dixie State University
2014 - 2017 (3 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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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Rick J
CFA®
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