Advisor at NuWealth Advisors, 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.
Firm
NuWealth Advisors, LLC
Location
St. George, UT 84770
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
11 years
Kaylan Andersen is a CFP® and ChFC® with 11 years of industry experience, currently serving as the sole advisor at NuWealth Advisors, LLC. Prior to joining NuWealth in 2023, Kaylan held roles at Parker Advisory Group, SelectHealth, and Hornor Townsend & Kent, among others. Outside of financial advising, Kaylan works as an individual health insurance broker. NuWealth Advisors provides financial planning and discretionary asset management primarily for individual and some corporate clients, utilizing SEI’s model portfolios for portfolio management. The firm manages a large client base relative to its size and does not offer proprietary investment strategies, instead relying on SEI’s asset management programs.
Based on NuWealth Advisors, LLC
Flat fee of $1,500 - $2,500 for financial planning services
$1 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - $7,500,000: 0.55% annually $7,500,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually
Commissions earned by persons licensed as insurance agents for selling insurance products, separate and distinct from advisory fees
Hourly rate of $200 per hour for single subject financial planning/general consulting services
Fee-only: Flat fee of $1,500 - $2,500 for financial planning services, negotiable; $200/hour for single subject financial planning/general consulting services
216 West St George Blvd., Suite 101
St. George, UT 84770
Nevada · Texas · Utah
NuWealth Advisors, LLC
2023 - Present (3 years)
Parker Advisory Group, Llc
2017 - Present (9 years)
SelectHealth, Inc.
2016 - Present (10 years)
Hornor Townsend & Kent Inc
2015 - 2017 (2 years)
Hornor Townsend & Kent Inc
2015 - 2017 (2 years)
Penn Mutual Life Ins Co
2015 - 2017 (2 years)
Silverstone Group Real Estate
2013 - 2023 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
CFP®, Series 63, Series 66
St. George, UT
Copperlion Investments
CFP®, Series 63, Series 65
Saint George, UT
Hansen Wealth Management
Series 63, Series 65
Saint George, UT
Managed Wealth Advantage, LLC
Series 65
St. George, UT
Periope, LC
CFA®
Saint George, UT
Evestia Financial
CFA®, Series 65
St. George, UT
Harborview Asset Management LLC
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