Ferguson Financial Advisors fees and pricing
Financial planner in Newton, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 18, 2026, Ferguson Financial Advisors charges $150 an hour and a flat or project fee of $500-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Consultation Services Hourly Consultation Services are offered based on an hourly fee of $150 per hour.”
- Flat or project fee
- $500-$3,000
“Full Financial Plan - 7- Full Financial Plan services are offered on a fixed fee basis ranging from $500 to $3,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ferguson Financial Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of FFA's fees within five business days of signing the Investment Advisory Contract.”
- “The fee shall be paid within thirty (30) days following the end of the quarter for which such fees are payable.”
- “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
How Ferguson Financial Advisors’ fees compare
- 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.
- Its flat or project fee of $500-$3,000 spans the Utah median of $2,050. 41% of the 63 other Utah planners that publish a flat or project fee charge less.
About Ferguson Financial Advisors
- Principal: Dennis Ferguson
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
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
- 1.95% a year
- Clients
- 117
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $17,686,497
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323758
- Phone
- (435) 535-0722
Other planners in Utah that publish fees
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Andina AdvisorsLogan$500/hr, $500
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.