ChooseAFinancialAdvisor.com
Advisors / Utah / Salt Lake City
19yrs

Michael Bennett

Financial advisor at Crewe Advisors

Based in Salt Lake City, Utah, Michael Bennett is a fiduciary financial advisor with 19 years of industry experience. Michael joined Crewe Advisors in 2020, a firm offering financial planning, investment management, and private fund management. Crewe Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.

One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.

Salt Lake City, UT 84101Fiduciary advisor
Call the officeDirections

At a glance

Experience19 years (since 2007)
How that compares ?More experience than 69% of advisors in Salt Lake City
Office650 S. Main Street Suite 700, Salt Lake City, UT 84101
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$3.4 million
Advisors at the firm26
States licensed ?1 state

Services through Crewe Advisors

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
    Crewe AdvisorsCurrent firm

Questions to ask Michael

Tailored to Michael’s registration and firm.

  1. Your firm can charge performance-based fees. Would that apply to me?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Michael

How do I contact Michael?

Call Crewe Advisors at 385-355-2700 and ask for Michael Bennett. Michael works from the Salt Lake City, UT office.

How long has Michael been a financial advisor?

Michael has been in the industry since 2007, about 19 years. More experience than 69% of advisors in Salt Lake City.

What licenses does Michael hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Michael a fiduciary?

Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Michael paid?

Crewe Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Michael for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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