Brandon Atkinson
About Brandon
Trusted Financial Planning & Wealth Management in Sandy, Utah For more than two decades, Brandon S. Atkinson, ChFC, LUTCF has helped successful individuals, families, business owners, and employers make informed financial decisions with confidence. His experience spans retirement planning, investment management, employer-sponsored retirement plans, wealth preservation, and strategies designed to help clients pursue their long-term financial goals. Brandon founded Atkinson Advisory Group with a simple philosophy: every client deserves objective advice, exceptional service, and a financial strategy built around their life—not a generic investment model. Through his affiliation with Prudential Wealth Advisors, Brandon combines the personalized service of an independent advisory practice with the resources, investment capabilities, and institutional strength of one of the nation's most recognized financial organizations. This relationship allows clients to benefit from a boutique-level advice backed by extensive planning, investment, and wealth management resources.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.35% |
Maximum advisory fee for Model Wealth Portfolios is 2.35% and is negotiable, plus manager fees ranging from 0% to 0.60%. Third-party asset management fees typically max out at 2.0%.
Fee Estimator
Location
Riverton, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon operates Retirement Ready and Atkinson Financial Group, LLC as DBAs for his LPL business. He also acts as a broker for group health, life, and disability insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
LPL Enterprise, LLC
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Spc
Sigma Financial CorporationBroker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Metlife Securities INC.
Metlife Securities INC.Broker
Equitrust Marketing Services, LLCBroker
Fbl Marketing Services, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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