Goalen Capital Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“An annual review and update of these plans is available at the client discretion billed at the rate of $150 per hour.”

Annual fee

$10,750/yr

“The total annual fee for the portfolio would be $10,750.”

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

How Goalen Capital Advisors, LLC bills

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

• “The fee is then deducted from individual client accounts for investment management services or billed by check if for retirement consulting on a quarterly basis.”
• “Upon termination the client fee will be prorated for the number of days the service was provided.”
• “Any fees for financial planning are charged in arrears at the completion and delivery of the plan.”

How Goalen Capital Advisors, LLC’s 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 annual fee of $10,750 matches the Utah median of $10,750. 50% of the 16 other Utah planners that publish an annual fee charge less.

About Goalen Capital Advisors, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning

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% a year

Clients

91

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$87,004,094

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312298

Website

GoalenCapital.com (opens in new tab)

Phone

(323) 539-7703

Can advise clients in 2 states: Oregon, Utah

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

Compare all 181 planners in Utah