Andrew Wilcox is a registered investment advisor at Snow Canyon Financial Planning LLC, based in St. George, UT, with 2 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on client type, complexity, and relationship with the advisor.
Fee Estimator
Location
St. George, 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 Activities
Andrew works as a part-time soda truck attendant at Fiiz Drinks, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Snow Canyon Financial Planning LLC
Previous Registrations
Soltis Investment Advisors, LLC
State Registrations1 state
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.