Fenway Financial, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated August 4, 2026, Fenway Financial, LLC charges $150 an hour for financial planning.

Published fees

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

Hourly rate: $150/hr; “Services are offered based on an hourly fee of $150 per hour.”

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

“Refunds will be issued to the Client’s address of record, via check, within ten (10) days of termination.”
“The hourly fee of $150 is non-negotiable.”
“The total fee will be billed by the TPM and the TPM will pay Fenway their share of the total fee as outlined in their own solicitor agreement.”

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.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2020 (6 years).

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: 0.9% a year
Clients: 1
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, selecting other advisers, and educational seminars and workshops
Assets managed: $200,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 308077
Website: cashewfinancial.io (opens in new tab)
Phone: (801) 380-8834

Is something on this page wrong or out of date?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