Albility Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“The amount of the unearned portion will be calculated by subtracting the number of hours worked from the total prepaid fee at an hourly rate of $275.”

Monthly fee

$275/mo

“After the initial Personal Coaching period, ongoing coaching is available on an as needed, month-to-month basis at a monthly rate of $275.”

Annual fee

$12,000/yr

“The range in fees at the $1,200,001+ has a capped annual fee of $12,000.”

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

How Albility Planning bills

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

• “Therefore, the upfront portion of the fee will not be paid more than six months in advance.”
• “The fee rate is negotiable based on the Client’s individual needs and financial situation.”
• “Fees for this service may be paid by electronic funds transfer, check, from the client’s assets under management, or a combination of each.”

How Albility Planning’s fees compare

• Its hourly rate of $275 is above the Utah median of $200. 73% of the 78 other Utah planners that publish an hourly rate charge less.
• Its annual fee of $12,000 is above the Utah median of $10,750. 56% of the 16 other Utah planners that publish an annual fee charge less.

About Albility Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• 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

2% a year

Minimum

$6,000 minimum fee (stated in brochure)

Clients

77

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$12,344,572

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328017

Website

albilityplanning.com (opens in new tab)

Phone

(801) 557-8717

Can advise clients in 3 states: California, Idaho, Utah

Other planners in Utah that publish fees

• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Abacus Investment AdvisorsSalt Lake City$100/hr
• Abg ConsultantsCottonwood Heights$250/hr, $300⁠-⁠$1,500
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Andina AdvisorsLogan$500/hr, $500
• Artstone Private WealthLehi$200/hr

Compare all 181 planners in Utah