Corey Noyes
Advisor at Balanced Capital
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
Balanced Capital
Location
Heber City, UT
Credentials
CFP®, Series 66
Industry experience
10 years
About
Corey Noyes is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is the sole advisor at Balanced Capital, an independent advisory firm, and has prior experience at Edward Jones. Outside of advisory services, he owns and operates a tax preparation firm in Heber City, Utah. Balanced Capital manages approximately $39.5 million for around 150 clients, primarily individuals and families, offering discretionary investment management and integrated financial planning. The firm uses fundamental analysis and passive ETFs to construct model portfolios, including an ESG-focused series, and provides quarterly in-person retirement seminars.
Expertise
Based on Balanced Capital
General retirement planning
Income planning
Social Security optimization
General tax planning
ESG / Sustainable investing
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.75% $1,500,001 - $2,000,000: 0.50% $2,000,001+: 0.25%
$150 per hour for project-based financial planning for non-investment management clients
Location
Heber City, UT
Most active in
Corey N has reported serving >5 clients in these states in the last 12 months.
Utah · Washington
Work history
Heber City Tax Prep
2022 - Present (4 years)
Red Arch Insurance LLC
2021 - 2024 (3 years)
Edward Jones
2015 - 2021 (6 years)
Balanced Capital Investments LLC
2011 - Present (15 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
Stephen L
CFP®, Series 63, Series 66
Park City, UT
Curtain Wealth Planning L.L.C.
Reid K
Series 63, Series 65
Midway, UT
Kellam Insurance and Financial Services LLC
Jonathan B
CFA®
Park City, UT
Gaard Capital LLC
John M
Series 66
Heber City, UT
John McAndrew Financial Advisors LLC
Christopher N
Series 65
Heber, UT
Nibley Financial LLC
Michael L
Series 65
Heber City, UT
Redgrove Capital LLC.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")