CR
CR

Craig Riggs

26 Years of Experience
American Fork, UT
1 Disclosure

Craig Riggs is a registered investment advisor at Merit Financial Advisors, based in American Fork, UT, with 26 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 20,711 clients with $24B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
287 advisors
Number of Clients
20,711 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$23.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual asset management fee ranges up to a maximum of 2.50% and is negotiable. Independent contractor accounts may incur an additional platform fee of 0.25% to 0.35%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

1112 East 300 North #200, American Fork, UT, 84003

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2020
Settled
Employment History
Current Registrations
Merit Financial Advisors
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Emerson Equity LLCBroker
October 2019 - June 2020 · 8 mos
Dfpg Investments, LLCBroker
July 2017 - October 2019 · 2 yrs 3 mos
Orchard Securities, LLCBroker
July 2016 - June 2017 · 11 mos
Triad Advisors, INC.Broker
May 2011 - July 2016 · 5 yrs 2 mos
Riggs Capital Management, LLC
March 2003 - May 2025 · 22 yrs 2 mos
Sammons Securities Company, LLCBroker
February 2003 - December 2003 · 10 mos
Strategic Advisers INC.
June 2001 - January 2003 · 1 yr 7 mos
Fidelity Brokerage Services LLCBroker
December 1999 - January 2003 · 3 yrs 1 mo
State Registrations2 states
TXUT
Advisor

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
No exam information available for this advisor.
More Advisors