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AW

Andrew J. Wilcox

SNOW CANYON FINANCIAL PLANNING
ST. GEORGE, UT
Some features on this profile are disabled
CRD#: 7829376
AW

Professional summary

Andrew James Wilcox, who also goes by Aj Wilcox, is a registered financial advisor currently at SNOW CANYON FINANCIAL PLANNING LLC located in St. George, Utah.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrew has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Aj Wilcox

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Wilcox's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 2, 2026 - Present

SNOW CANYON FINANCIAL PLANNING LLC

RIA
CRD#: 338924
ST. GEORGE, UT
Past

November 3, 2023 - January 2, 2026

SOLTIS INVESTMENT ADVISORS, LLC

RIA
CRD#: 154690
ST. GEORGE, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(1/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/28/2023
Uniform Investment Adviser Law Examination

Current Firm

SC
SNOW CANYON FINANCIAL PLANNING LLC
SNOW CANYON FINANCIAL PLANNING LLC | WILCOX FINANCIAL PLANNING, LLC

CRD#: 338924 / SEC#:

Utah
Registered Investment Advisory firm - (1/1/2026 Approved)
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Contact information

Main Address
St. George, UT
Mailing Address
Phone number
(435) 231-9374
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SNOW CANYON FINANCIAL PLANNING LLC

CRD#: 338924St. George, UT

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