$43.9M Total AUM
$43.9M Disc. AUM
-- 3Y CAGR
1 Employees
167 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-2023
- Office Locations
- 1
Office Locations
50 E 100 S Suite 200 Saint George UT
About Best Wealth Advisory, LLC
Best Wealth Advisory is a fee-only, CFP®-led RIA in St. George serving individuals, families, and local business owners across Southern Utah. The firm provides holistic financial planning and ongoing investment management, covering retirement/financial independence, portfolio strategy, insurance review, tax planning, cash flow and debt, and estate/legacy planning. Clients can access accounts via eMoney and custodians such as Schwab and SEI.
Team overview
31 AVG AGE
$43.9M AVG AUM / ADVISOR
$263.0K AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
AARON OAKLEY BEST
Owner
- CRD
- #6280689
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,913,155 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,913,155 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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