114TH Financial LC fees and pricing
Financial planner in South Jordan, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 11, 2025, 114TH Financial LC charges $150 an hour, a monthly fee of $150, and an annual fee of $1,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“For services provided outside the scope of these services, 114th Financial charges an hourly fee of $150 per hour and will only provide such services at an hourly fee upon prior written consent of the client.”
- Monthly fee
- $150/mo
“Feb 10, 2025 service for a fee of $150 per month, totalling $1,800 per year.”
- Annual fee
- $1,800/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How 114TH Financial LC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are generally paid quarterly, in arrears of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “These investment advisory fees will be payable quarterly in arrears.”
- “Investment advisory fees are not negotiable.”
How 114TH Financial LC’s fees compare
- Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
- None of the 5 other planners in South Jordan that publish an hourly rate charge less.
- Its annual fee of $1,800 is below the Utah median of $10,750. 13% of the 16 other Utah planners that publish an annual fee charge less.
About 114TH Financial LC
- Principal: Spencer Kenley
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332169
- Phone
- (801) 997-5551
Other planners in South Jordan that publish fees
- Colwyn Investments LCSouth Jordan$150/hr, $1,000-$2,500
- Encore Retirement Planning, LLCSouth Jordan$275/hr, $3,125-$3,750/qtr
- JRS Wealth Management LLCSouth Jordan$250/hr, $300-$10,000
- LPG Capital ManagementSouth Jordan$150/hr
- Vitality Capital Management, LLCSouth Jordan$150-$250/hr, $1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.