Weston Adams
Weston Adams is a registered investment advisor at Ha Wealth Advisors INC., based in Cedar City, UT, with 5 years of industry experience. Weston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 240 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
2069 North Main Street Suite 200, Cedar City, UT, 84721
Get directionsHistory
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
Weston is an insurance broker for life and health insurance. He also works as an Office Associate at Hughes & Associates Inc., spending a few hours per week answering phones and filing paperwork.
Employment History
Current Registrations
Ha Wealth Advisors INC.
Previous Registrations
Townsquare Capital, LLC
Dfpg Investments, LLCBroker
State Registrations2 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.