Timpanogos Financial Advisors, Inc.

Overview

Timpanogos Financial Advisors, Inc. is an independent, Utah-registered advisory firm organized as a corporation and owned by an individual. The firm works primarily with individual and family clients and describes itself as a capital allocator that both manages portfolios and selects outside managers. Its client-facing services include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. Compensation is flexible — the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. Timpanogos identifies as an active ESG investor and maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices