Hanks Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$2,500

“Fixed fee rates range from $1,500 to $2,500.”

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

How Hanks Capital Management, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable, as determined by the Advisor, and the final agreed upon fee will be outlined in your Advisory Agreement.”
• “The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the last day of the previous quarter.”

How Hanks Capital Management, LLC’s fees compare

• Its flat or project fee of $1,500-$2,500 spans the Utah median of $2,050. 46% of the 63 other Utah planners that publish a flat or project fee charge less.
• None of the 4 other planners in Draper that publish a flat or project fee charge less.

About Hanks Capital Management, LLC

• Principal: Brian D. Hanks
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

0.9% a year

Clients

24

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$8,005,002

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168206

Website

twitter.com/dentalcfp (opens in new tab)

Phone

(801) 369-9033

Can advise clients in 2 states: Idaho, Utah

Other planners in Draper that publish fees

• Coign Capital Advisors LLCDraper$700⁠-⁠$5,000
• Medicus Wealth Planning, Inc.Draper$1,000⁠-⁠$3,500
• Navigate Private Wealth, LLCDraper$150⁠-⁠$450/hr, $400⁠-⁠$20,000
• Proactive Wealth Management, Inc.Draper$1,000⁠-⁠$10,000

Compare all 7 planners in Draper