Harvest Lane Investment Partners, LLC. fees and pricing

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

According to its Form ADV Part 2A brochure dated October 5, 2026, Harvest Lane Investment Partners, LLC. charges $275 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Assets in the Direct Indexing and Tax Management Portfolio are included in assets under management and are billed under this schedule.”
“Fees are negotiable at the sole discretion of Harvest Lane Investment Partners LLC.”
“Billing Method and Frequency Investment management fees are billed in advance at the beginning of each calendar quarter, based on the market value of assets under management as of the last day of the preceding quarter.”

Its hourly rate of $275 is above the Utah median of $200. 73% of the 78 other Utah planners that publish an hourly rate charge less.
2 of the 2 other planners in Sandy that publish an hourly rate charge less.

Principal: Chad Butler
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 340042
Website: instagram.com/harvestlaneinvestmentpartners (opens in new tab)
Phone: (801) 340-0545

Is something on this page wrong or out of date?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.