Jaeger Wealth Advisors fees and pricing
Financial planner in Salt Lake City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 10, 2026, Jaeger Wealth Advisors charges $250 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“For engagements billed on an hourly basis, JWA charges a non-negotiable hourly rate of $250 per hour.”
- Flat or project fee
- $1,500-$10,000
“Fixed fees generally range from $1,500 to $10,000 and are determined based on factors including the scope of the engagement, anticipated time involved, and the 11 complexity of the requested services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jaeger Wealth Advisors 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.”
- “Our fees are based on a percentage of assets under management and are negotiable.”
- “Because fees are negotiable, different clients may pay different fees for substantially similar services.”
How Jaeger Wealth Advisors’ fees compare
- Its hourly rate of $250 is above the Utah median of $200. 53% of the 78 other Utah planners that publish an hourly rate charge less.
- 10 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the Utah median of $2,050. 83% of the 63 other Utah planners that publish a flat or project fee charge less.
- 6 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.
About Jaeger Wealth Advisors
- Principal: Malik Samara
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- 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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341243
- Phone
- (385) 881-8080
Other planners in Salt Lake City that publish fees
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
- Cottonwood Asset Management LLCSalt Lake City$125/hr
- Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
- Crewe AdvisorsSalt Lake City$6,000-$150,000
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.