Loyal Wealth Management LLC fees
Financial planner in American Fork, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 8, 2026, Loyal Wealth Management LLC (American Fork, UT) charges $100 an hour for financial planning.
- Website: loyalwealthmanagement.com (opens in new tab)
- Call (801) 879-7117
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change.
- Hourly rate
- $100/hr
Below the Utah median of $200; none of the 31 other planners in Utah that publish an hourly rate charge less, and 2 charge the same. The one other planner in American Fork charges more.
“If the Client elects to add financial planning and consulting services as described in Item 4 – Advisory Services, it will be discussed upfront and a fee of $100/hour will be calculated.”
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
- The brochure says there is no minimum
- Team size
- Solo practice (one employee)
How Loyal Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management Services Fees are charged monthly in advance and fees for the initial month will be prorated based upon the number of calendar days in the calendar month that the advisory agreement is in effect.”
- “Fees are charged in advance on a monthly basis, meaning that advisory fees for a month are charged on the first day of the month.”
- “Clients who terminate investment advisory services during a month are charged a prorated advisory fee based on the date of LWM’s receipt of client’s written notice to terminate.”
About Loyal Wealth Management LLC
- Principal: Hylan Harper
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 95
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $38 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 8, 2026
- CRD number
- 305360 (opens in new tab)
- Phone
- (801) 879-7117
Other planners in American Fork that publish fees
- Optimal Investment Performance, LLCAmerican ForkHourly $300/hr, Flat $3,800
More planners in Utah that publish fees
- Jaeger Wealth AdvisorsSalt Lake CityHourly $250/hr, Flat $1,500-$10,000
- Guardian Wealth ManagementSalt Lake CityFlat $750
- Winter Harbor Advisors, L.L.C.Salt Lake CityHourly $175-$225/hr, Flat $2,250-$22,500
- Peak Investment Coaching, LLCLoganFlat $450-$1,500
- Joseph M. Larsen, C.P.A., P.C.ProvoHourly $199/hr
- Family Wealth AdvisorsFarmingtonHourly $150/hr
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.