PlannerFees

Artstone Private Wealth fees and pricing

Financial planner in Lehi, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 20, 2026, Artstone Private Wealth charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Our hourly rate is $200.”

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

How Artstone Private Wealth bills

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

  • “The fee is based on a percentage of assets under management and is not negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Upon delivery of the initial comprehensive financial plan, we charge a recurring fixed fee for Ongoing Financial Planning.”

How Artstone Private Wealth’s fees compare

  • Its hourly rate of $200 matches the Utah median of $200. 42% of the 78 other Utah planners that publish an hourly rate charge less.
  • 1 of the 9 other planners in Lehi that publish an hourly rate charge less.

About Artstone Private Wealth

“We offer investment management and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Daniel Allgaier
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2022 (4 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
6
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed
$4,124,669
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
330020
Website
artstoneprivatewealth.com (opens in new tab)
Phone
(801) 228-0977

Other planners in Lehi that publish fees

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