Gemini Wealth fees and pricing
Financial planner in Taylorsville, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 7, 2026, Gemini Wealth charges a flat or project fee of $1,000-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$2,000
“Gemini Wealth charges a fixed fee of $1,000-$2,000 based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gemini Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Gemini Wealth fee will be disclosed to the client in the Investment Advisory Agreement and is negotiable based on the amount of assets and the Model Portfolio chosen.”
- “The fees will be charged quarterly in advance and are based on the amount of assets under management as of the last day of the previous quarter.”
- “In the event the client terminates the agreement within the quarter, the client is entitled to retain a pro-rata refund based on the number of days the client is not invested during the current quarter.”
How Gemini Wealth’s fees compare
- Its flat or project fee of $1,000-$2,000 is below the Utah median of $2,050. 38% of the 63 other Utah planners that publish a flat or project fee charge less.
About Gemini Wealth
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- 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
- Employees
- 2
- Services reported to regulators
- Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336806
- Phone
- (385) 881-7448
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Is something on this page wrong or out of date?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.