Talon Pitchforth
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.
Firm
Interwise
Location
Holladay, UT 84121
Credentials
CFP®, Series 63, Series 65
Industry experience
4 years
About
Talon Pitchforth is a CFP® with four years of industry experience, currently serving at Interwise. His background includes roles at Charles Schwab, Chauner Securities, and Franklin Covey Co. He is also involved in tax preparation and accounting through Interwise Tax, a separate business activity. Interwise serves individuals, trusts, employer retirement plans, and business entities with discretionary asset management, retirement plan consulting, and financial planning. The firm uses tailored, diversified portfolios with a mix of direct securities, separately managed accounts, and third-party managers, and integrates tax and accounting services alongside investment advisory.
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
Talon P has reported serving >5 clients in these states in the last 12 months.
Colorado · Utah
Work history
Q2 Tax, LLC
2026 - Present (1 year)
Q2 Financial, LLC
2026 - Present (1 year)
Chauner Securities, Inc.
2024 - 2026 (2 years)
Interwise Tax
2024 - Present (2 years)
Valued Wealth Advisors, LLC dba Interwise
2024 - Present (2 years)
Charles Schwab Bank SSB
2022 - 2024 (2 years)
Charles Schwab
2020 - 2024 (4 years)
Franklin Covey Co.
2017 - 2020 (3 years)
CBIZ, Inc.
2016 - 2016 (1 year)
Brigham Young University - Idaho
2016 - 2017 (1 year)
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.
-
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.
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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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