Cynosure Portfolio Advisors LLC fees
Financial planner in Salt Lake City, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 27, 2026, Cynosure Portfolio Advisors LLC (Salt Lake City, UT) charges up to $400 an hour for financial planning.
- Website: cynosureportfolioadvisors.com (opens in new tab)
- Call (801) 521-3100
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change.
- Hourly rate
- Up to $400/hr
Can go up to $400; the Salt Lake City median is $250. Can go up to $400; the Utah median is $200.
“Integrated Financial Planning Services and Consolidated Reporting may also be offered using a hourly rate with hourly fees generally charged at a rate of up to $400 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 7 employees
How Cynosure Portfolio Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Firm calculates fees quarterly in advance as detailed in each Advisory Client’s Wealth Management Agreement(s).”
- “The services the Advisory Client selected and the fees the Advisory Client agree to in advance are disclosed in the appropriate Wealth Management Agreement signed by the Advisory Client.”
- “Fees are payable in accordance with the schedule selected in the agreement, which may include payment at the start of, during, or at the end of the contract period.”
About Cynosure Portfolio Advisors LLC
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 48
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $5.8 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of May 27, 2026
- CRD number
- 337747 (opens in new tab)
- Phone
- (801) 521-3100
Registered or notice filed in 9 states: California, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, Texas, Utah
Other planners in Salt Lake City that publish fees
- Jaeger Wealth AdvisorsSalt Lake CityHourly $250/hr, Flat $1,500-$10,000
- Black Salt Advisors LLCSalt Lake CityHourly $250/hr, Monthly $250/mo
- JDS Investment ManagementSalt Lake CityHourly $150/hr, Flat $500-$2,000
- Abacus Investment AdvisorsSalt Lake CityHourly $100/hr
- Winter Harbor Advisors, L.L.C.Salt Lake CityHourly $175-$225/hr, Flat $2,250-$22,500
- A & C Investment, Inc.Salt Lake CityHourly up to $150/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.