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Brad Myers

Lone Peak Advisers
26 Years of Experience
Draper, UT
5 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Brad Myers is a ChFC-designated registered investment advisor at Lone Peak Advisers, based in Draper, UT, with 26 years of industry experience. Brad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 905 clients with $130M in assets under management.

Lone Peak Advisers
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
905 clients
Average Client Portfolio
$139K average
Assets Under Management
$125.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.90%

The total asset management fee will not exceed 2.9% annually. Fees are negotiable based on account size and complexity. Friends, family, and firm representatives may receive fee discounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11650 South State Street, Suite 200, Draper, UT, 84020-7150

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History

Regulatory History (5)
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
January 2017
Denied
Customer Dispute
December 2012
Settled
Customer Dispute
December 2012
Denied
Customer Dispute
June 2012
Denied
Customer Dispute
January 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
April 2023 - Present · 3 yrs 6 mos
Transitional Broker LLCBroker
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Lone Peak Advisers
July 2022 - December 2022 · 5 mos
Geneos Wealth Management, INC.
August 2017 - July 2022 · 4 yrs 11 mos
Geneos Wealth Management, INC.Broker
August 2017 - July 2022 · 4 yrs 11 mos
National Planning Corporation ("npc of America" in Fl & Ny)
September 2008 - August 2017 · 8 yrs 11 mos
National Planning CorporationBroker
September 2008 - August 2017 · 8 yrs 11 mos
Hornor, Townsend & Kent, INC.
February 2004 - September 2008 · 4 yrs 7 mos
Hornor, Townsend & Kent, INC.Broker
September 2003 - September 2008 · 5 yrs
Princor Financial Services Corporation
May 2003 - September 2003 · 4 mos
Princor Financial Services CorporationBroker
May 2000 - September 2003 · 3 yrs 4 mos
State Registrations12 states
AZCACOIAIDINNVORTXUTWAWY
AdvisorBrokerBoth

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.
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