Drive Wealth Advisers fees and pricing
Financial planner in Lehi, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 17, 2026, Drive Wealth Advisers charges $300 an hour and a flat or project fee of $5,000-$50,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“For financial planning services, we charge a maximum hourly fee of $300 or a fixed fee that may range from $5,000 to $50,000 depending on the scope of the services to be provided.”
- Flat or project fee
- $5,000-$50,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Drive Wealth Advisers bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Annual Advisory Fee is payable quarterly in advance, or in arrears (i.e., 1/4 of the annual fee shall be paid every quarter).”
- “Investment advisory services fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances, among others.”
- “At the inception of investment management services, the first pay period’s fees will be calculated on a pro-rata basis.”
How Drive Wealth Advisers’ fees compare
- Its hourly rate of $300 is above the Utah median of $200. 79% of the 78 other Utah planners that publish an hourly rate charge less.
- 5 of the 9 other planners in Lehi that publish an hourly rate charge less.
- Its flat or project fee of $5,000-$50,000 is above the Utah median of $2,050. 98% of the 63 other Utah planners that publish a flat or project fee charge less.
- 9 of the 9 other planners in Lehi that publish a flat or project fee charge less.
About Drive Wealth Advisers
- Principal: Lowell C. Crabb
- Firm size: 17 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
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
- Clients
- 1,073
- Employees
- 17
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and other services
- Assets managed
- $1,500,752,553
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174728
- Phone
- (801) 901-6150
Can advise clients in 17 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Missouri, North Carolina, Nebraska, New Mexico, Nevada, Oregon, Texas, Utah, Virginia, Washington, Wyoming
Other planners in Lehi that publish fees
- Artstone Private WealthLehi$200/hr
- Brighter Retirement Advisors LLCLehi$50-$500
- Decker Retirement Planning Inc.Lehi$250/hr
- Fletcher Capital ManagementLehi$75/hr, $500-$3,500
- Gajardo Wealth Management LLCLehi$200-$2,000
- Montage Financial AdvisorsLehi$350/hr, $4,000-$6,000
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.