Narus Financial Partners, LLC fees and pricing
Financial planner in Salt Lake City, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 9, 2026, Narus Financial Partners, LLC charges $200 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“An hourly fee of $200 per hour is charged by Narus Financial Partners for financial planning services under Narus Financial Partners, LLC Page 9 Form ADV Part 2A:”
- Flat or project fee
- $1,500-$10,000
“The minimum fixed fee is generally $1,500, and the maximum fixed fee is generally no more than $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Narus Financial Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
- “When fees are billed in arrears, Narus Financial Partners will prorate the final fee payment based on the number of days services are provided during the final period.”
How Narus Financial Partners, LLC’s fees compare
- Its hourly rate of $200 matches the Utah median of $200. 42% of the 78 other Utah planners that publish an hourly rate charge less.
- 7 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the Utah median of $2,050. 83% of the 63 other Utah planners that publish a flat or project fee charge less.
- 6 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.
About Narus Financial Partners, LLC
- Firm size: 7 employees.
- Registered as an adviser: 2014 (12 years).
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
- 1.25% a year
- Clients
- 203
- Employees
- 7
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $558,994,364
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173534
- Phone
- (866) 534-0530
Can advise clients in 7 states: Arkansas, Arizona, California, Louisiana, Texas, Utah, Wyoming
Other planners in Salt Lake City that publish fees
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
- Cottonwood Asset Management LLCSalt Lake City$125/hr
- Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
- Crewe AdvisorsSalt Lake City$6,000-$150,000
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.