Dallin
Cutler

Ep Wealth Advisors

CRD#6393685
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Dallin Cutler is a certified financial planner operating in Salt Lake City, Utah who has 3 years of industry experience. Cutler is an employee of Ep Wealth Advisors. Their career trajectory has included roles at Financial Insight Center, Allegis Financial Partners, Premier Credit Consulting, Brigham Young University, The Insight Group Insurance Agency and Ep Wealth Advisors. Cutler has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in California and Utah. Ep Wealth Advisors is a financial advisory business based out of Torrance, CA. The firm has offices in 33 locations and a total of 375 financial advisors. It manages $17 billion in total assets between its 32,050 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 116 charitable organizations. Of its 32,050 client accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. Ep Wealth Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services typically are based on which services the firm provides the client. Fee types billed by Ep Wealth Advisors may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3115 East Lion Lane, Suite 100
Salt Lake City, UT 84121

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Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$17,057,000,000

UT Average: $7,578,581,321
Total Number of Employees

375

UT Average: 43
Total Number of Accounts

32,050

UT Average: 3,727
Average Account Size

$532,200

UT Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Dallin Cutler Work History

Dallin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Ep Wealth Advisors

2014 - 2020 (6 years)

Financial Insight Center

2014 - 2020 (6 years)

Allegis Financial Partners

2014 - 2020 (6 years)

The Insight Group Insurance Agency

2013 - 2014 (1 year)

Premier Credit Consulting

2013 - 2013 (< 1 year)

Brigham Young University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dallin Cutler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ep Wealth Advisors

Paramita Roy
Torrance, CA
Andrew Hunt
Torrance, CA
Jonathan Bacon
Torrance, CA
Jason Clebowicz
Torrance, CA
Aaron Best
Saint George, UT
Elizabeth Cady
Littleton, CO
Jonathon Matson
Phoenix, AZ
James Fitzpatrick
Torrance, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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