Lifepoint Financial Design fees
Financial planner in Salt Lake City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Lifepoint Financial Design (Salt Lake City, UT) charges a monthly fee of $542-$999 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change.
- Monthly fee
- $542-
$999/mo “Fixed fees range from $542 to $999 per month or $6,504 - $11,988 annually.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2022 (4 years)
How Lifepoint Financial Design bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged quarterly in advance and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
- “Fees are charged in advance on a quarterly basis, meaning that advisory fees for a quarter are charged on the first day of the quarter.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, and a percentage of assets under management
- Clients
- 77
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 18, 2026
- CRD number
- 321153 (opens in new tab)
- Phone
- (805) 234-7288
Registered in 2 states: California, Utah
Other planners in Salt Lake City that publish fees
- Jaeger Wealth AdvisorsSalt Lake CityHourly $250/hr, Flat $1,500-$10,000
- Albion Financial GroupSalt Lake CityHourly $250-$500/hr, Flat $2,500-$50,000
- Truenorth WealthSalt Lake CityHourly up to $1,000/hr, Flat $1,000-$5,000
- Abacus Investment AdvisorsSalt Lake CityHourly $100/hr
- Winter Harbor Advisors, L.L.C.Salt Lake CityHourly $175-$225/hr, Flat $2,250-$22,500
- The Prudent Planner, LLCSalt Lake CityFlat $1,500-$3,000 2025 brochure
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.