Tingey Advisors Inc logo

Tingey Advisors Inc

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Client assets under management

$392,180,644

Clients

338

32% high-net worth

Advisors

2

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

169

Very High

Average account size

$1,160,298

About

Tingey Advisors provides discretionary portfolio management and retirement-plan consulting to individuals, small businesses, and a range of institutional clients, and also offers non‑discretionary financial consulting and project work such as expert witness services. The firm manages client accounts according to documented investment guidelines and offers initial consultations and ongoing reporting to establish and review objectives.

Its investment approach emphasizes fundamental analysis and low turnover for equities, a buy‑and‑hold discipline for fixed income, and portfolio categorization into growth, income, or balanced objectives to set asset‑allocation ranges. The brochure notes the use of technical analysis as a supplement and the limited use of derivative products for hedging purposes, with an emphasis on liquidity, credit quality, and diversification.

A few operational features distinguish Tingey Advisors from many peers: it operates as a DBA of another registered investment entity and accepts certain custody responsibilities under specific client authorizations (including initiating ACH/journal transfers and deducting fees), which the brochure addresses in detail under SEC custody guidance. The firm also conducts client education through periodic seminars and an annual market‑outlook event, issues a quarterly newsletter and market commentaries, and discloses outside business affiliations of its principal that are noted to occupy less than five percent of his time.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Business management consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Passive / index investing

Fee options

Percentage

$0 - $1,000,000.00: 1.10% annually $1,000,000.01 - $3,000,000.00: 0.95% annually $3,000,000.01 - $5,000,000.00: 0.85% annually $5,000,000.01 - $10,000,000.00: 0.75% annually $10,000,000.01+: 0.50% annually

Project-based

$295.00 per hour

Main office location

Tingey Advisors Inc

2101 East Murray Holladay Road, Suite 200

Salt Lake City UT 84117, United States

Number of offices

1

Most active in

Tennessee · Utah · Washington

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Jon T

CFA®

Midvale, UT

Tingey Advisors Inc

Jon Tingey is a CFA® charterholder with 26 years of industry experience. He has worked at Cannon Tingey Investment Advisors, Inc. since 1999. Tingey is a director of the Granite Education Foundation, a private organization supporting education in the Granite School District, and owns a recreational volleyball club for girls. He is also a long-standing member of the CFA Society of Salt Lake. Tingey Advisors, Inc., a DBA of Cannon Tingey Investment Advisors, provides fee-based portfolio management and retirement-plan consulting to individuals, small businesses, and institutional clients. The firm manages approximately $362 million in discretionary assets and employs a fundamental, low-turnover equity approach combined with buy-and-hold fixed income strategies, offering services tailored to client objectives through designated lead portfolio managers.

Wealth management Retirement plans for business owners (SEP, solo 401k) Passive / index investing
user avatar

Conner W

Series 65

Salt Lake City, UT

Tingey Advisors Inc

Conner Whipple is a financial advisor at Tingey Advisors Inc in Salt Lake City, UT, holding a Series 65 designation with five years of industry experience. He has been associated with Grandeur Peak Global Advisors, LLC since 2012. Tingey Advisors, Inc. provides fee-based portfolio management and retirement-plan consulting to individuals, small businesses, and institutional clients, managing approximately $362 million in discretionary assets. The firm employs a fundamental, low-turnover equity approach combined with technical and cyclical analysis, along with a buy-and-hold fixed income strategy focused on credit quality, liquidity, and after-tax yield.

Wealth management Retirement plans for business owners (SEP, solo 401k) Passive / index investing
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