River Family Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
8
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$0
About
River Family Advisors serves high-income individuals, professionals, business owners, and multi-generational families—with particular experience in inherited or sudden wealth and other major life transitions—by providing financial life and transition planning, family wealth planning, conversation coaching, and financial education seminars. The firm also facilitates third-party asset management relationships when investment management is needed, and offers limited consulting and family meeting facilitation.
The firm’s work is values- and vision-driven, using the Kinder Method, the C.E.R.I.™ framework, and Financial Transitionist tools to identify clients’ life goals and translate those into actionable plans. River Family Advisors does not provide discretionary portfolio management itself; instead it requires a financial life planning engagement before referring clients to vetted third-party managers (for example, AssetMark) and monitors those managers through periodic reviews.
Compared with many solo independent advisers, River Family Advisors emphasizes structured workshops and public education as part of its practice and bills planning work primarily on fixed or hourly engagement models rather than relying on asset-based fees for its core planning services. The firm’s focus on multi-year, deeply individualized planning for high-net-worth and ultra-high-net-worth households—along with specialized credentials in life planning and financial transitions—distinguishes its advisory style from more transaction- or portfolio-centered peers.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Consulting services on non-securities matters
Consulting services on non-securities matters
Expertise
Elder care planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Retired
Fee options
Fixed fees from $12,600 to $36,750 annually for Financial Life and Transition Planning Services; Conversation coaching fee $2,650 per person per year.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.50% Over $5 million+: 0.30%
$185 or $350 per hour depending on work nature; max $200/hr for Utah residents.
Account minimum: $50,000 Fee-only: Fixed fees ranging from $12,600 to $36,750 annually, billed quarterly in advance; Hourly fees of $185 or $350 per hour ($200/hr max for Utah residents); Conversation coaching fee of $2,650 per person per year.
Main office location
River Family Advisors LLC
Salt Lake City UT, United States
Number of offices
4
Most active in
River Family Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Delaware · Utah
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.
Forms ADV
Quick links
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")