Von Colln Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$101,358,507
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
128
27% high-net worth
Total advisors
1
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
128
Average account size
$791,863
About
Von Colln Financial Group provides fee-based discretionary portfolio management, financial planning, and brokerage-related services primarily to individual and high‑net‑worth clients, while also working with profit‑sharing plans, corporations, and other institutional entities. The firm offers integrated services including retirement, estate, tax and insurance planning, and executes securities transactions through LPL Financial as custodian and broker‑dealer.
The firm follows a structured four‑step planning process—client profiling and risk assessment; strategy and manager selection; implementation; and ongoing monitoring with semi‑annual reviews—and tailors investment recommendations to each client’s objectives, time horizon, and risk tolerance. Portfolios are managed across custodial account platforms (Strategic Wealth Management SWM I/II) and a Manager Access Select (MAS) program that provides access to institutional money managers.
Distinctive features include acting as both portfolio manager and sponsor of a wrap fee program, a capability that is relatively uncommon among similar supported firms, and a stated practice of managing wrap accounts the same as non‑wrap accounts. The firm also offers client educational seminars and workshops and provides maintenance and support for a consolidated client wealth portal (WealthVision), signaling a stronger emphasis on client education and consolidated reporting than many peers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Retirement income strategy
General estate planning guidance
Tax strategies for small businesses
Equity Recipients (RS/RSU, SOP, ESPP)
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Executive
Fee options
$0 - $250,000: 1.50% $250,001 - $1,000,000: 1.25% $1,000,001 - $3,500,000: 1.00% $3,500,001 - $5,000,000: 0.90% $5,000,001 - $7,500,000: 0.80% $7,500,001+: 0.75%
Clients may pay commissions when investment advisor representatives act as registered representatives of LPL Financial; advisory fees do not include commissions.
Account minimum: $10,000
Main office location
Von Colln Financial Group
204 Historic 25 Th Street
Ogden UT 84401, United States
Number of offices
1
Most active in
Von Colln Financial Group has reported serving >5 clients in these states in the last 12 months.
Texas · 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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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