Deseret Point Partners LLC fees
Financial planner in Salt Lake City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 11, 2026, Deseret Point Partners LLC (Salt Lake City, UT) charges a quarterly fee of $300 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change.
- Quarterly fee
- $300/qtr
“The standard fee is $300 per quarter, paid in arrears, or $1,200 annually.”
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
- Solo practice (one employee)
- Registered since
- 2026
How Deseret Point Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The specific fee structure selected by the client will be agreed upon in advance and documented in the Advisory Contract.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
About Deseret Point Partners LLC
- Principal: Blake Wilkinson
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, a percentage of assets under management, and performance based fees
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of June 11, 2026
- CRD number
- 340268 (opens in new tab)
- Phone
- (801) 842-7151
Other planners in Salt Lake City that publish fees
- Jaeger Wealth AdvisorsSalt Lake CityHourly $250/hr, Flat $1,500-$10,000
- River Family Advisors LLCSalt Lake CityHourly up to $200/hr
- Abacus Investment AdvisorsSalt Lake CityHourly $100/hr
- A & C Investment, Inc.Salt Lake CityHourly up to $150/hr
- Navigate Financial LLCSalt Lake CityHourly up to $150/hr, Monthly up to $25/mo
- JDS Investment ManagementSalt Lake CityHourly $150/hr, Flat $500-$2,000
Is something on this page wrong or out of date?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.