Balanced Capital fees and pricing
Financial planner in Heber City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 5, 2026, Balanced Capital charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Project-Based Financial Planning Fixed Fee Project-Based Financial Planning engagements are offered to non-investment management clients at an hourly rate of $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Balanced Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “As the management fees are charged in arrears, Balanced Capital Investments LLC does not offer refunds as services have already been performed.”
- “For the first month a client engages Balanced Capital Investments LLC or if a client terminates service during the month, the fee will be prorated to reflect only the days That Balanced Capital Investments LLC rendered its services.”
- “The fee is due upon completion of the engagement.”
How Balanced Capital’s fees compare
- Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
About Balanced Capital
“These financial planning services are provided as part of our due diligence in selecting investments and providing management services.”
- Principal: Corey Noyes
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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
- Clients
- 154
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $39,490,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314531
- Phone
- (435) 200-3050
Can advise clients in 2 states: Utah, Washington
Other planners in Heber City that publish fees
- John Mcandrew Financial Advisors LLCHeber City$250-$1,000
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
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.