Family Wealth Advisors fees and pricing

Financial planner in Farmington, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 4, 2026, Family Wealth Advisors charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “Financial planning fees will be billed at a rate of $150 per hour for a written financial plan.”

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

“Investment Advisory Services Fee and Compensation Investment Advisory Services fees are billed quarterly, in advance, meaning that Family Wealth Advisors invoices our clients at the beginning of each three-month billing period.”
“Payment in full is expected upon presentation of the invoice.”
“The Client must consent in advance to direct debiting of their investment account.”

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 Farmington that publish an hourly rate charge less.

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% a year
Clients: 75
Employees: 3
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and selecting other advisers
Assets managed: $45,187,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 117475
Phone: (801) 447-4656

Is something on this page wrong or out of date?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.