Mountain Goat Wealth Management LLC fees and pricing

Financial planner in Murray, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 7, 2026, Mountain Goat Wealth Management LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Services are offered based on an hourly fee of $250 per hour.”

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

“Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
“Sub-Advisor directly deducts their portion of the fee in arrears on a quarterly basis using an average-daily-balance calculation method.”
“Sub-advisor fees will not be negotiable.”

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.

“Mountain Goat Wealth Management LLC (“MGWM”) was founded in June 2024 and became registered to offer investment advisory services in June 2025.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 71
Employees: 3
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $6,564,304
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 332464
Website: youtube.com/@MountainGoatWM (opens in new tab)
Phone: (385) 347-6776

Can advise clients in 3 states: Texas, Utah, Wyoming

Is something on this page wrong or out of date?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.