Colwyn Investments LC fees and pricing
Financial planner in South Jordan, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Colwyn Investments LC charges $150 an hour and a flat or project fee of $1,000-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Comprehensive Financial Plan $2,500 fixed fee Annual Financial Plan Review $1000 fixed fee Separate Financial Planning Consultations $150 hourly fee Colwyn Investments may negotiate its fixed fee amount for Comprehensive Financial Plans based on the complexity of the financial plan.”
- Flat or project fee
- $1,000-$2,500
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Colwyn Investments LC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Quarter fee billed: $250 Colwyn Investments does not negotiate its management fee, but can offer discounts to select friends, employees and family.”
- “This fee may be charged either in advance or in arrears.”
- “If the fee is charged in advance, the fee will be pro-rated in any partial calendar month, based on the number of days the account is open.”
How Colwyn Investments LC’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.
- None of the 5 other planners in South Jordan that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$2,500 spans the Utah median of $2,050. 41% of the 63 other Utah planners that publish a flat or project fee charge less.
- None of the 2 other planners in South Jordan that publish a flat or project fee charge less.
About Colwyn Investments LC
“Colwyn Investments may waive the minimum for select friends and family. ® Businesses and Non-Profits: Occasionally, Colwyn Investments will provide advisory services to small businesses and non-profits seeking financial planning or management services for their organization's interests.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Business owners
- Insurance analysis
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
- 3% a year
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 210
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $61,185,986
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171858
- Phone
- (801) 254-0084
Other planners in South Jordan that publish fees
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Encore Retirement Planning, LLCSouth Jordan$275/hr, $3,125-$3,750/qtr
- JRS Wealth Management LLCSouth Jordan$250/hr, $300-$10,000
- LPG Capital ManagementSouth Jordan$150/hr
- Vitality Capital Management, LLCSouth Jordan$150-$250/hr, $1,000-$10,000
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.