A & C Investment, Inc. fees
Financial planner in Salt Lake City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, A & C Investment, Inc. (Salt Lake City, UT) charges up to $150 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change.
- Hourly rate
- Up to $150/hr
Capped at $150, at or below the Salt Lake City median of $250. Capped at $150, at or below the Utah median of $200.
“If agreed upon, an hourly fee of up to $150 an hour may be charged for additional services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 1998 (28 years)
How A & C Investment, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are generally billed on a quarterly basis.”
- “Clients may elect to be billed directly for fees or the client can authorize A&C to directly withdraw the fees from the client accounts.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”
About A & C Investment, Inc.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 11
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $21.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 18, 2026
- CRD number
- 116708 (opens in new tab)
- Phone
- (801) 582-3531
Other planners in Salt Lake City that publish fees
- Black Salt Advisors LLCSalt Lake CityHourly $250/hr, Monthly $250/mo
- Deseret Point Partners LLCSalt Lake CityQuarterly $300/qtr
- Cottonwood Wealth Strategies, LLCSalt Lake CityHourly up to $400/hr, Annual up to $20,000/yr
- Rainey Wealth Management LLCSalt Lake CityHourly $250/hr, Flat $1,000
- Jacobsen Capital ManagementSalt Lake CityHourly $500/hr, Flat $500-$15,000
- Abacus Investment AdvisorsSalt Lake CityHourly $100/hr
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.