Fee-only adviser · Sandy, UT
Terrion Advisors, Inc.
Terrion Advisors, Inc. is a fee-only investment adviser registered with the securities regulator of Utah, with its main office in Sandy, Utah. On its latest Form ADV, filed March 20, 2026, it reports $32M in regulatory assets under management, 58 individual clients and 1 employee who gives 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 | 145254 |
| Office | 8307 S. 700 E. Sandy, UT 84070 |
| Phone | (801) 562-8844 |
| Website | Not listed |
| Regulatory assets under management | $32M |
| Individual clients | 45 non-high-net-worth, 13 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 20, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- 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 disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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 Sandy
- Net Worth Advisory Group, LLC $838M
- Olympus Peaks Financial, LLC $141M
- RFK Capital Management Not reported
- Verticus Advisors Inc. $692K
- Harvest Lane Investment Partners, LLC. Not reported
- Evergreen Capital Management, Inc. $9.0M
See all 7 fee-only advisers in Sandy →
Nearby
- Cottonwood Heights 5 firms
- Midvale 1 firm
- South Jordan 5 firms
- West Jordan 1 firm
- Draper 5 firms
- Millcreek 1 firm
- Holladay 3 firms
- Bluffdale 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Terrion Advisors, Inc.? Update this listing.