PlannerFees

Gajardo Wealth Management LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 4, 2026, Gajardo Wealth Management LLC charges a flat or project fee of $200⁠-⁠$2,000 for financial planning.

Published fees

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

Flat or project fee
$200⁠-⁠$2,000
“Fixed fee rates range between $200 and $2,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gajardo Wealth Management LLC bills

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

  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “Fees are due upon completion of the services.”

How Gajardo Wealth Management LLC’s fees compare

  • Its flat or project fee of $200-$2,000 is below the Utah median of $2,050. 32% of the 63 other Utah planners that publish a flat or project fee charge less.
  • 3 of the 9 other planners in Lehi that publish a flat or project fee charge less.

About Gajardo Wealth Management LLC

“We offer investment management, financial planning, and retirement plan consulting services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Benjamin Gajardo
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Business owners
  • 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
2% a year
Clients
28
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$7,222,648
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
330711
Website
gajardowealth.com (opens in new tab)
Phone
(801) 391-5176

Can advise clients in 2 states: Nevada, Utah

Other planners in Lehi that publish fees

Compare all 17 planners in Lehi

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.