Best Wealth Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
About
Best Wealth Advisory provides fee‑only financial planning and investment advisory services to individuals and also serves institutional clients, including pension and profit‑sharing plans, charitable organizations, and businesses. Services include ongoing wealth management delivered through outside managers, one‑time and project‑based financial planning, and retirement plan consulting for employer‑sponsored, participant‑directed plans.
The firm relies on third‑party managers and model portfolios — including relationships with XY Investment Solutions and SEI — and applies principles of Modern Portfolio Theory while recommending a mix of passive and active strategies. Best Wealth Advisory assists clients in selecting appropriate allocation models, completing manager questionnaires, monitoring outside managers, and conducting periodic reviews rather than directly managing underlying holdings.
Notably, the firm provides portfolio management for institutional clients and pension consulting and will act in an ERISA fiduciary capacity to plan sponsors, which is less common among similar independent advisers. The firm has added 401GO as a custodian option to support establishing and administering multi‑employee 401(k) plans, and has recently ceased outside paraplanning work by its principal to concentrate resources on client services.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
$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 Financial Planning at $200 per hour, negotiable.
Fee-only: Wealth Management and Retirement Plan Consulting fees are fee-only, paid only by clients.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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.
Main office location
Best Wealth Advisory, LLC
50 E 100 S Suite 200
Saint George UT 84770, United States
Number of offices
2
Forms ADV
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")