PlannerFees

Abg Consultants fees and pricing

Financial planner in Cottonwood Heights, Utah. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 31, 2026, Abg Consultants charges $250 an hour and a flat or project fee of $300⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“The hourly rate for limited scope engagements is $250.”
Flat or project fee
$300⁠-⁠$1,500
“The rate for creating client financial plans is between $300 and $1,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Abg Consultants bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “When advisory services commence during a quarter, fees are prorated based on the inception date.”
  • “The fees are negotiable and the final fee schedule will be attached in a separately executed Financial Planning Agreement.”
  • “These fees are negotiable at ABGC’s sole discretion.”

How Abg Consultants’ fees compare

  • Its hourly rate of $250 is above the Utah median of $200. 53% of the 78 other Utah planners that publish an hourly rate charge less.
  • Its flat or project fee of $300-$1,500 is below the Utah median of $2,050. 21% of the 63 other Utah planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Cottonwood Heights that publish a flat or project fee charge less.

About Abg Consultants

“In addition, ABGC offers a managed account option to retirement plans.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Founded: 2004 (22 years).

Planning areas mentioned in the brochure

  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

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
1% a year
Minimum
$500 minimum fee (stated in brochure)
Clients
1,600
Employees
4
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and state and local governments
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$697,361,654
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
131129
Website
consultabg.com (opens in new tab)
Phone
(801) 486-5069

Can advise clients in 41 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Other planners in Cottonwood Heights that publish fees

Compare all 6 planners in Cottonwood Heights

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