Managed Wealth Advantage, LLC fees and pricing
Financial planner in Saint George, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 21, 2026, Managed Wealth Advantage, LLC charges a flat or project fee of $600-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $600-$1,500
“Services are offered based on a flat negotiable fee between $600 and $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Managed Wealth Advantage, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients placed with GI will be billed in accordance with GI’s Fee Schedule which will be disclosed to the client prior to signing an agreement.”
- “The payments are received in two installments: one-half at the commencement of the planning process with the balance due upon delivery of completed plan.”
- “Client may cancel within five (5) business days for a full refund.”
How Managed Wealth Advantage, LLC’s fees compare
- Its flat or project fee of $600-$1,500 is below the Utah median of $2,050. 30% of the 63 other Utah planners that publish a flat or project fee charge less.
About Managed Wealth Advantage, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2012 (14 years).
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
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 164073
- Phone
- (435) 986-9222
Other planners in Saint George that publish fees
- WMX Advisors, LLC Dba Wealth Management ExperienceSaint George$500
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- 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Is something on this page wrong or out of date?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.