Stonecreek Wealth Advisors, Inc.

11650 So. State Street
Draper, UT 84020
(801) 545-0696
Contact: Lund, Mark
Business Description: Stonecreek Wealth Advisors is an independent, fee-only, Registered Investment Advisor firm providing 401k consulting for small businesses and private investment advisory services for select individuals. Our mission is simple: To create successful 401k plan experiences for plan sponsors and their participants. That’s why we created The Stonecreek Retirement Plan Solution. It’s a comprehensive, evolutionary six-step process that’s built around three principles: Simplicity, Focus, and Balance. Simplicity- We do the work for you. Focus- Results, we manage the provider. Balance- Minimizing costs, creating exceptional value. Stonecreek is a fiduciary. The SEC describes a fiduciary like this. “A fiduciary has an affirmative obligation to put client’s interests above his or her own. As a result, a fiduciary acts in the best interests of the client, even if it means putting a client’s interest above his own. A fiduciary standard is an affirmative obligation of loyalty and care that continues through the life of the relationship between the adviser and the client, and it controls all aspects of their relationship.” The client’s best interest comes first and it is the only interest that matters. Not all financial professionals are bound by fiduciary duty. For example, broker-dealers typically are not. Broker-dealers instead must meet a lower standard… suitability. The suitability standard allows brokers to pursue their own interests without disclosing those interests. Compared to fiduciary duty, suitability is a lower bar. Because not all financial professionals are bound by fiduciary duty you need an independent fee-only Registered investment advisor firm. As an independent, fee-only, Registered Investment Advisor firm we earn no commissions. We derive income from annual management fees. The management fees are usually a percentage of the assets a client has invested. With this compensation arrangement, you know that we are available to help you address a myriad of issues in your financial life, not simply those that could lead to a commission.
In Business Since: 2001
Service Area: Salt Lake and Utah Counties
On Angie's List Since: 6/21/2010
Warranties: NO
Office Hours: Mon 09.00 AM - 05.00 PM, Tue 09.00 AM - 05.00 PM, Wed 09.00 AM - 05.00 PM, Thu 09.00 AM - 05.00 PM, Fri 09.00 AM - 05.00 PM, Sat Closed, Sun Closed
Licensed: Yes, I am appropriately licensed for my trade.
(All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.)
Senior Discount: No
Cities Served: Alpine | American Fork | Bingham Canyon | Bountiful | Brighton | Broadway | Centerville | Central City | Clearfield | Cottonwood | Draper | Eagle Mountain | Farmington | Federal Heights | Foothill | Glendale | Granger | Harrisville | Heber City | Herriman | Holladay | Hooper | Hunter | Kaysville | Kearns | Layton | Lehi | Lindon | Magna | Marriott-slaterville City | Midvale | Millcreek | Morgan | Morgan County | Murray | North Ogden | North Salt Lake | Ogden | Orem | Park City | Payson | Pleasant Grove | Pleasant View | Provo | Riverdale | Riverton | Rose Park | Roy | Salt Lake City - Downtown | Sandy | Saratoga Springs | South Jordan | South Ogden | South Salt Lake | South Weber | Spanish Fork | Springville | Stansbury Park | Sugar House | Summit County | Syracuse | Taylorsville | The Avenues | Tooele | Tooele County | Utah County | Wasatch County | Weber County | West Jordan | West Valley City | Woods Cross
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