Fee-only adviser · Bountiful, UT
Able & Strong Advisors, Inc.
Able & Strong Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of Utah, with its main office in Bountiful, Utah. On its latest Form ADV, filed March 31, 2026, it reports $45M in regulatory assets under management, 65 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Utah |
|---|---|
| Firm CRD number | 130069 |
| Office | 380 N. 200 W. #102 Bountiful, UT 84010 |
| Phone | (385) 212-4560 |
| Website | www.ableandstrongadvisors.com |
| Regulatory assets under management | $45M ($42M discretionary) |
| Individual clients | 55 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Bountiful
- Wealth Mode $12M
- Strategic Planning Group $910M
See all 3 fee-only advisers in Bountiful →
Nearby
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- Holladay 3 firms
- West Valley 1 firm
- Millcreek 1 firm
- Cottonwood Heights 5 firms
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