LPG Capital Management fees and pricing
Financial planner in South Jordan, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, LPG Capital Management charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“C) LPGCM charges a non-negotiable financial planning fee of $150 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How LPG Capital Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Management fees will be directly debited from client accounts in arrears, at the beginning of each quarter, based upon the value (market value or fair market value in the absence of market value) of the client's account at the end of the previous quarter.”
- “Clients may also elect to have AUM fees for multiple accounts deducted from one primary account, to avoid having some fees deducted and some fees directly invoiced.”
- “Fees billed directly will be due and payable upon receipt of the billing invoice.”
How LPG Capital Management’s fees compare
- Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
- None of the 5 other planners in South Jordan that publish an hourly rate charge less.
About LPG Capital Management
“In May 2018 it filed as a Registered Investment Advisor and currently, offers investment supervisory services and financial planning services to individuals, high net worth individuals, trusts, estates, 401K’s, charitable organizations, corporations or other business entities.”
- Firm size: 5 employees.
- Founded: 2017 (9 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 340
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $107,736,484
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 297003
- Website
- lpgcm.com (opens in new tab)
- Phone
- (801) 609-1820
Other planners in South Jordan that publish fees
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Colwyn Investments LCSouth Jordan$150/hr, $1,000-$2,500
- Encore Retirement Planning, LLCSouth Jordan$275/hr, $3,125-$3,750/qtr
- JRS Wealth Management LLCSouth Jordan$250/hr, $300-$10,000
- Vitality Capital Management, LLCSouth Jordan$150-$250/hr, $1,000-$10,000
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.