Medicus Wealth Planning, Inc. fees and pricing
Financial planner in Draper, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Medicus Wealth Planning, Inc. charges a flat or project fee of $1,000-$3,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$3,500
“Depending upon complexity and needs of the client, the flat rate for financial planning is usually between $1,000 and $3,500 and is negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Medicus Wealth Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of MWP's fees within five business days of signing the Investment Advisory Contract.”
- “Payment of Fees Payment of Portfolio Management Fees MWP collects fees in advance.”
How Medicus Wealth Planning, Inc.’s fees compare
- Its flat or project fee of $1,000-$3,500 spans the Utah median of $2,050. 52% of the 63 other Utah planners that publish a flat or project fee charge less.
- 1 of the 4 other planners in Draper that publish a flat or project fee charge less.
About Medicus Wealth Planning, Inc.
- Firm size: 5 employees.
- Registered as an adviser: 2024 (2 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
- 1.5% a year
- Clients
- 194
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $160,839,869
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282904
- Phone
- (801) 994-4777
Can advise clients in 4 states: Arizona, Nevada, Texas, Utah
Other planners in Draper that publish fees
- Coign Capital Advisors LLCDraper$700-$5,000
- Hanks Capital Management, LLCDraper$1,500-$2,500
- Navigate Private Wealth, LLCDraper$150-$450/hr, $400-$20,000
- Proactive Wealth Management, Inc.Draper$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.