S
Snow Canyon Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Snow Canyon Financial Planning LLC provides discretionary portfolio management, pension consulting for employee benefit plans (including 401(k)s), and standalone financial planning to individuals, high-net-worth individuals, and pension/profit-sharing plans. The firm documents client goals and constraints in written Investment Policy Statements and offers regular monitoring and reporting of accounts.
The firm’s investment process combines cyclical and fundamental analysis with modern portfolio theory and emphasizes long-term trading, with recommended investments that can include equities, mutual funds, ETFs, fixed income, REITs and inflation-protected bonds. SCFP generally seeks discretionary authority to implement its strategies, delivers quarterly account reviews, and issues one-time financial plans when that service is engaged.
Noteworthy aspects of the firm include its recent formation and current lack of assets under management, alongside an explicit pension consulting practice that includes creating written pension plans and monitoring/recommending money managers — a service set that is less common among peers in this category. SCFP also requires clients to use a specific custodian and discloses receipt of research or services from that custodian, a relationship the brochure identifies as a potential influence on broker selection.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
College savings (529s, UTMA, etc.)
Life insurance needs analysis
Fee options
Pension consulting plans: $2,000–$25,000; Financial plans: $500–$2,500
1.00% annually
Main office location
Snow Canyon Financial Planning LLC
St. George UT, United States
Number of offices
1
Most active in
Snow Canyon Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
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
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")