Advisor at HA Wealth Advisors Inc.
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
HA Wealth Advisors Inc.
Location
Cedar City, UT 84721
Credentials
Series 65
Industry experience
5 years
Financial planning fixed fees negotiated between $1,000 and $2,000.
$0 - $100,000: 1.50% annually $100,001 - $500,000: 1.25% annually $500,001+: 1.00% annually
HA Wealth Advisors Inc.
2023 - Present (3 years)
DFPG investments, LLC
2021 - 2021 (1 year)
Townsquare Capital LLC
2021 - 2023 (2 years)
Weston Adams
2020 - Present (6 years)
Hughes & Associates Inc
2020 - Present (6 years)
Dailey Builders
2020 - 2020 (1 year)
Church of Jesus Christ of Ladder Day Saints
2018 - 2020 (2 years)
Utah FFA Association
2017 - 2018 (1 year)
Cedar Livestock Auction
2014 - 2017 (3 years)
Canyon View High School
2013 - 2018 (5 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:
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.
CFP®, Series 63, Series 65
Cedar City, UT
Heaton Financial, PC
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Series 63, Series 65
Cedar City, UT
HA Wealth Advisors Inc.
Series 63, Series 65
Cedar City, UT
Larson Williams Wealth Advisors, LLC
Series 63, Series 66
Cedar City, UT
Geneos Wealth Management, Inc.
Series 66
Cedar City, UT
Wells Fargo Clearing
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")