Crockett Wealth Management, Inc. fees and pricing
Financial planner in Sandy, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 18, 2026, Crockett Wealth Management, Inc. charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“WEALTH PLANNING Crockett Wealth Management, Inc. charges a fee of $150 per hour for Wealth Planning services as described in detail below.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Crockett Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “The fee schedule above is negotiable for friends and family.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Crockett Wealth Management, Inc.’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 2 other planners in Sandy that publish an hourly rate charge less.
About Crockett Wealth Management, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 30
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $7,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322684
- Phone
- (385) 977-8837
Other planners in Sandy that publish fees
- Harvest Lane Investment Partners, LLC.Sandy$275/hr
- Lanning Financial Inc.Sandy$500, $500/yr
- New Millennium GroupSandy$150/hr, $1,000-$10,000
- RFK Capital ManagementSandy$4,500
Is something on this page wrong or out of date?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.