Cottonwood Asset Management LLC fees and pricing

Financial planner in Salt Lake City, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 2, 2026, Cottonwood Asset Management LLC charges $125 an hour for financial planning.

Published fees

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

Hourly rate: $125/hr; “The maximum hourly fee to be charged will not exceed $125.”

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

“Annualized fees are billed on a prorata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
“Our firm bills on cash unless indicated otherwise in writing.”
“Fees are negotiable and will be deducted from client account(s).”

Its hourly rate of $125 is below the Utah median of $200. 6% of the 78 other Utah planners that publish an hourly rate charge less.
1 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 37
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $15,918,226
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 153036
Website: cottonwoodasset.com (opens in new tab)
Phone: (801) 520-1353

Can advise clients in 2 states: Florida, Utah

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