Money Illustrated Advisory Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Project-Based Financial Planning Money Illustrated Advisory Services charges an hourly fee of $250 for Project-Based Financial Planning.”

Monthly fee

$250⁠-⁠$1,000/mo

“Fees are paid monthly in arrears, ranging from $250 to $1,000 per month or $3,000 to $12,000 per year.”

Annual fee

$3,000⁠-⁠$12,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Money Illustrated Advisory Services bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Upon completion of this call, prospective clients will be given a monthly quote depending on their situation.”
• “Money Illustrated Advisory Services may request a portion of the fee be collected in advance with the remainder due upon completion of the services.”

How Money Illustrated Advisory Services’ fees compare

• Its hourly rate of $250 is above the Utah median of $200. 53% of the 78 other Utah planners that publish an hourly rate charge less.
• Its annual fee of $3,000-$12,000 spans the Utah median of $10,750. 38% of the 16 other Utah planners that publish an annual fee charge less.

About Money Illustrated Advisory Services

• Principal: Jennifer Swindler
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.75% a year

Clients

16

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,513,977

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331596

Website

money-illustrated.com (opens in new tab)

Phone

(801) 712-8080

Other planners in Utah that publish fees

• 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
• Andina AdvisorsLogan$500/hr, $500

Compare all 181 planners in Utah