M2 Financial LLC fees and pricing
Financial planner in Cottonwood Heights, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 8, 2026, M2 Financial LLC charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“The fixed rate for creating client financial plans is $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How M2 Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of M2F's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of M2F’s fees, within five business days of signing the Financial Planning Agreement.”
- “Asset-based portfolio management fees are withdrawn directly from the client's accounts with client's written authorization on a monthly basis in advance.”
How M2 Financial LLC’s fees compare
- Its flat or project fee of $1,000 is below the Utah median of $2,050. 22% of the 63 other Utah planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Cottonwood Heights that publish a flat or project fee charge less.
About M2 Financial LLC
- Firm size: 9 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
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
- 1.5% a year
- Clients
- 514
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $84,121,443
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327044
- Phone
- (801) 383-0333
Other planners in Cottonwood Heights that publish fees
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Twin Peaks Wealth Management LLCCottonwood Heights$150/hr, $750
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
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.