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River Family Advisors LLC

Headquartered in SALT LAKE CITY, UT

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Firm Information

River Family Advisors LLC is a financial advisory firm offering consulting services on non-securities matters, financial planning, and educational seminars. They also provide selection of other advisors.

River Family Advisors LLC

Not reported

Assets Under Management

8

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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consulting services on non-securities matters

Consulting services on non-securities matters

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Fee for monitoring third party managers

Branch Locations (3)

RIVER FAMILY ADVISORS LLC has a total of 3 branch locations across the country.
location

Wilmington, DE

location

SALT LAKE CITY, UT

location

Newark, DE

Advisors at River Family Advisors LLC

View All 1 Advisors
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Joan Lee Sharp

CFP®, CFC®, RA

Wilmington, DE

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Disclosures

There are no public disclosures for River Family Advisors LLC.

Frequently Asked Questions (6)

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