Advisor at Rigby Watts Investment Advisors
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
Rigby Watts Investment Advisors
Location
Salt Lake City, UT 84106
Credentials
Series 65
Industry experience
2 years
Taylor Drage is a financial advisor at Rigby Watts Investment Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at CHG Healthcare, Deepsee, and Goldman Sachs, where he worked for 13 years. Rigby Watts Investment Advisors provides discretionary portfolio management and financial planning services to institutional and private clients, including individuals, families, charitable organizations, and corporations. The firm employs a multi-disciplinary investment process and focuses on a select range of asset types, offering both long- and short-term trading based on client objectives.
Based on Rigby Watts Investment Advisors
$0 - $99,999,999+: Up to 1.50%
$250 per hour
3179 S. Highland Drive Suite 201
Salt Lake City, UT 84106
Utah
CHG Healthcare
2024 - Present (2 years)
Deepsee
2021 - 2023 (2 years)
Goldman Sachs
2008 - 2021 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Series 63, Series 65
Salt Lake City, UT
Steward Financial Services, LLC
CFP®, Series 63, Series 65
Salt Lake City, UT
JHP Planning, LLC
Series 63
Draper, UT
Affiliated Investment Advisors, Inc.
Series 63, Series 65
Draper, UT
Phibbs Financial
CFP®, ChFC®, Series 63, Series 66
Cottonwood Heights, UT
Twin Peaks Wealth Management LLC
Series 63, Series 65
Cottonwood Heights, UT
Planned Security Advisors 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")