Chugg Wealth Strategies, LLC fees and pricing
Financial planner in Provo, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 10, 2026, Chugg Wealth Strategies, LLC charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“FINANCIAL PLANNING and CONSULTING Financial planning and consulting services are offered based on an hourly rate of $100.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chugg Wealth Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
How Chugg Wealth Strategies, LLC’s fees compare
- Its hourly rate of $100 is below the Utah median of $200. 3% of the 78 other Utah planners that publish an hourly rate charge less.
- None of the 3 other planners in Provo that publish an hourly rate charge less.
About Chugg Wealth Strategies, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 24
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $28,440,390
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284215
- Phone
- (949) 892-0826
Can advise clients in 2 states: California, Utah
Other planners in Provo that publish fees
- Joseph M. Larsen, C.P.A., P.C.Provo$199/hr
- Portside Wealth Group, LLCProvo$150-$350
- Retirement Advice LLCProvo$300/hr
- Retirement Solutions Investments, Inc.Provo$2,500
- Sunset Retirement Advisors LLCProvo$150/hr, $2,500
Is something on this page wrong or out of date?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.