Blue Barn Wealth fees and pricing
Financial planner in Orem, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 17, 2026, Blue Barn Wealth charges an annual fee of $1,800-$24,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,800-$24,000/yr
“The Ongoing Financial Planning Engagement includes an initial fee that ranges from $100 - $2,000 as well as an annual fee that ranges from $1,800 to $24,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Blue Barn Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The asset-based fee is typically charged quarterly in arrears, which means that at the end of each calendar quarter, you pay for the preceding quarter.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “In addition, any deposits or withdrawals that occur during the quarter will follow the same calculation to be prorated by the number of days the funds were in the account.”
How Blue Barn Wealth’s fees compare
- Its annual fee of $1,800-$24,000 spans the Utah median of $10,750. 69% of the 16 other Utah planners that publish an annual fee charge less.
About Blue Barn Wealth
“The core of our Financial Planning Services is to provide our clients wi”
- Firm size: 9 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Equity compensation
- Cash flow and budgeting
- Charitable giving
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
- 226
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $317,067,080
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 107202
- Phone
- (801) 466-4101
Can advise clients in 10 states: Arizona, California, Colorado, Florida, Idaho, Nevada, Texas, Utah, Washington, Wyoming
Other planners in Orem that publish fees
- Squire Wealth AdvisorsOrem$300/hr
- Stream Financial Advice, LLCOrem$150/hr, $500-$1,000/mo
- The Professional Financial Company LLCOrem$500-$25,000
- Timpanogos Financial Advisors, Inc.Orem$275/hr
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.