Joan Sharp
River Family Advisors LLC · Salt Lake City, Utah
Joan Sharp is a fee-only financial advisor at River Family Advisors LLC in Salt Lake City, Utah, who holds the CAP, CeFT and CFP credentials. Joan charges an ongoing planning fee (ongoing planning from $12,600 a year).
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Who they serve
- Executives
- High earners
Facts
| Firm | River Family Advisors LLC |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $12,600 a year |
| Credentials | CAP · CeFT · CFP · ChFC · MSFS · Other |
| SEC registration | Investment adviser representative in DE, UT · CRD 4057582 |
| Exams passed | Series 63 (1999) · Series 65 (2002) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | riverfamilyadvisors.com |
How Joan's firm compares
- Ongoing planning starts at $12,600 a year, above the US median of $4,500 for fee-only firms that publish prices.
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Questions about Joan
Is Joan Sharp a fee-only financial advisor?
Yes. Joan Sharp is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joan's firm.
How does Joan charge for financial advice?
Joan charges an ongoing planning fee.
How much does Joan charge?
According to River Family Advisors LLC's website, checked October 28, 2026: ongoing planning from $12,600 a year.
Where is Joan Sharp based?
Joan Sharp is based in Salt Lake City, Utah.
What credentials does Joan Sharp hold?
Joan Sharp holds the CAP, CeFT, CFP, ChFC, MSFS and Other credentials.
Is Joan Sharp registered with the SEC?
Yes. Joan Sharp is registered as an investment adviser representative in DE and UT (CRD 4057582), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Joan Sharp?
Through Joan's website, riverfamilyadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- River Family Advisors LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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