Lanning Financial Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“For financial planning clients, five hundred dollars ($500) is payable in advance and the rest is due upon presentation of the plan.”

Annual fee

$500/yr

“Our firm requires a retainer of $500 of the ultimate financial planning or consulting fee at the time of signing.”

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

How Lanning Financial Inc. bills

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

• “The remainder of the fee will be directly billed to the client and due within thirty (30) days of a financial plan being delivered or consultation rendered.”
• “These are fees are paid by check or through PayPal. 5 Selection of other Money Managers.”
• “We charge only one fee in advance and only for financial planning.”

How Lanning Financial Inc.’s fees compare

• Its flat or project fee of $500 is below the Utah median of $2,050. 5% of the 63 other Utah planners that publish a flat or project fee charge less.
• None of the 2 other planners in Sandy that publish a flat or project fee charge less.
• Its annual fee of $500 is below the Utah median of $10,750. None of the 16 other Utah planners that publish an annual fee charge less.

About Lanning Financial Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2010 (16 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

1.95% a year

Clients

33

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

150710

Website

lanningfinancial.com (opens in new tab)

Phone

(415) 354-5699

Can advise clients in 2 states: California, Utah

Other planners in Sandy that publish fees

• Crockett Wealth Management, Inc.Sandy$150/hr
• Harvest Lane Investment Partners, LLC.Sandy$275/hr
• New Millennium GroupSandy$150/hr, $1,000⁠-⁠$10,000
• RFK Capital ManagementSandy$4,500

Compare all 10 planners in Sandy