Profile Draft
- https://bestwealthadvisory.com/ - https://utahfinancialadvisornetwork.com/advisors/aaron-best - https://www.feeonlynetwork.com/st-george-ut-financial-planner/ - Verification notes: Principal Aaron Best, CFP® (verifiable via cfp.net Find a CFP®). Member of Utah Financial Advisor Network and Fee-Only Network. Address 50 East 100 South Suite 200, St. George. AUM-based fees ranging from 1.25% under $1M down to 0.25% over $4M.
Best Wealth Advisory is a St. George financial planning practice built around Aaron Best, a CFP® professional, and operating from an office on East 100 South in central St. George. The firm holds membership in both the Utah Financial Advisor Network and the Fee-Only Network, and is verifiable through the CFP Board's Find a CFP® directory.
The firm's fee structure is AUM-based — 1.25% under $1 million scaling down to 0.25% above $4 million — rather than flat-fee. Industry framing of "fee-only" can mean either; Best Wealth's listing on the Fee-Only Network confirms the absence of commissions and product-sale incentives. The practice specializes in retirees, widows and widowers, and small-business owners, which aligns with the dominant client profile in Southern Utah.
Web presence is strong, CFP credential verification is straightforward, and the principal is publicly named. The firm is solo-advisor scale, which is the main operational caveat.
Unresolved Questions
- Confirm specific founding year.
- Confirm whether any associate or paraplanner staff support the practice.