Best Wealth Advisory, LLC logo

Best Wealth Advisory, LLC

Updated today

Total assets under management

$20,346,908

Total clients

108

6% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

108

Average account size

$188,397

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Percentage

$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.85% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001 - $3,000,000: 0.55% annually $3,000,001 - $4,000,000: 0.40% annually $4,000,001+: 0.25% annually

Project-based

Project-Based Financial Planning at $200 per hour, negotiable.

Other

Fee-only: Wealth Management and Retirement Plan Consulting fees are fee-only, paid only by clients.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Best Wealth Advisory, LLC

50 E 100 S Suite 200

Saint George UT 84770, United States

Number of offices

2

Advisors at this firm

Aaron B

CFP®

Saint George, UT

Best Wealth Advisory, LLC

I'm Aaron Best, your friendly neighborhood Certified Financial Planner. Born and raised in the stunning landscapes of Southern Utah, I’m a proud local who can’t imagine living anywhere else. After serving a 2 year church mission in the great state of Wisconsin, I found myself at Utah Valley University, where I threw shot put, discus, and hammer for the track team on scholarship. More importantly, it’s where I met and married my amazing wife, Danielle. Fast forward, and we now have four energetic kids who keep us on our toes and in stitches. When I'm not in the office crunching numbers and crafting financial plans, you’ll find me embracing the great outdoors with my family, fishing, camping, or coaching the local high school’s throwing events. My journey into the world of financial planning started with a lightbulb moment in a personal finance class at Utah Valley University. Inspired and excited, I set my sights on becoming a Certified Financial Planner. I kicked off my career at a top-tier financial services firm, diving deep into trading, investing, and retirement planning. From there, I moved to a prominent firm in northern Utah, where I discovered my true passion: working one-on-one with individuals and families to create customized financial plans. Now, I’m back in Southern Utah, bringing my expertise to my own wealth management firm. I get to help people and businesses navigate their financial futures – and I absolutely love it.

Business ownership considerations Tax strategies for small businesses Business exit / sale strategy Founder/Business Owner
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Call (201) 292-4557

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