Brad Myers
Brad Myers is a ChFC-designated registered investment advisor at Lone Peak Advisers, based in Draper, UT, with 25 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 905 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lone Peak Advisers charges an annual fee for managing your investments. This fee covers investment advice, communication, and back-office support. The total fee, including any fees paid to outside asset managers, will not exceed 2.9% per year. The exact percentage will be based on the types of investments and the amount of involvement required. Friends, family, and certain charities may receive a discounted rate. You may also be charged additional fees by the company that holds your investments.
Location
11650 South State Street, Suite 200, Draper, UT, 84020-7150
Get directionsHistory
Regulatory History (5)
Customer Dispute
January 2017Customer Dispute
December 2012Customer Dispute
December 2012Customer Dispute
June 2012Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Brad operates under several DBAs, including Granite Canyon Consulting and Pepperwood Financial, for his wealth management and financial planning practice. He also sells fixed and health insurance through his own name, Discovery Wealth Management LLC, and Spherica, dedicating about a quarter of his time to fixed insurance sales and health insurance.
Employment History
Current Registrations
Lone Peak Advisers
Transitional Broker LLCBroker
Previous Registrations
Lone Peak Advisers
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations12 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.