Albion Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“These fees are negotiable, but hourly rates generally range from $250 to $500 per hour, depending on the expertise required and the scope of the analysis requested.”

Flat or project fee

$2,500⁠-⁠$50,000

“Fixed fees can range from $2,500 to $50,000, again depending on the scope, complexity and expertise required.”

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

How Albion Financial Group bills

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

• “These fees are negotiable in certain circumstances, and the final fee schedule is part of the signed Management Agreement for each client.”
• “Any unearned fees shall be refunded to the Client upon termination, and the client will be billed by Albion for any unbilled services in process at the agreed upon rate.”
• “This annual fee is negotiable based upon the complexity of the plan, the size of the plan assets, the actual services requested and the potential for additional deposits.”

How Albion Financial Group’s fees compare

• Its hourly rate of $250-$500 is above the Utah median of $200. 92% of the 78 other Utah planners that publish an hourly rate charge less.
• 14 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 is above the Utah median of $2,050. 97% of the 63 other Utah planners that publish a flat or project fee charge less.
• 11 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.

About Albion Financial Group

• Firm size: 31 employees.
• Registered as an adviser: 1983 (43 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

722

Employees

31

Works with

Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and charities

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, and selecting other advisers

Assets managed

$2,013,640,676

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

105957

Website

facebook.com/albionfinancialgroup (opens in new tab)

Phone

(801) 487-3700

Can advise clients in 22 states: Arizona, California, Colorado, Florida, Hawaii, Idaho, Louisiana, Massachusetts, Minnesota, Montana, New Hampshire, Nevada, New York, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Vermont, Washington, Wyoming

Other planners in Salt Lake City that publish fees

• Abacus Investment AdvisorsSalt Lake City$100/hr
• Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
• Cottonwood Asset Management LLCSalt Lake City$125/hr
• Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
• Crewe AdvisorsSalt Lake City$6,000⁠-⁠$150,000
• Guardian Wealth ManagementSalt Lake City$750

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