RIA Intel›Advisers›Utah›F2F RETIREMENT, LLC

F2F RETIREMENT, LLC

Advisory

TOOELE, UT

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in UT

#242

of 249 advisers by AUM

Average account

$93K

across 445 accounts

AUM per adviser

$21M

2 advisers

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM

$41M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$41M

Discretionary AUM$38M

Non-Discretionary AUM$3M

Discretionary %91.7%

Total Clients445

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InUT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

445 clients

The full client-type breakdown and the share of AUM each category represents.

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