BANGERTER FINANCIAL SERVICES, INC.

Overview

Bangerter Financial Services, Inc. is an independent registered investment adviser operating under individual ownership. The firm serves both individual and family clients as well as institutional accounts, delivering financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. Its business model combines fee-based asset management (percentage of AUM), hourly planning work and other fee arrangements, and the firm functions as a capital allocator—placing client capital with third‑party managers when appropriate. Investment activity centers on publicly traded mutual funds and managed accounts as the core of client portfolios, with a willingness to allocate to external alternative managers where they fit client goals. The firm is not positioned as an active ESG investor and is not classified as a multi-state adviser for regulatory purposes, despite operating multiple physical offices.

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Location & Offices