Outpost Advisors, LLC fees and pricing

Published fees

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

Hourly rate

$150/hr

“The amount of the refund will be calculated by assessing the number of hours worked at an hourly rate of $150 and subtracting the total from the amount of the prepaid fee.”

Flat or project fee

$1,999

“All third party manager’s fees are paid through account deduction (please see item 15 for more information regarding direct deduction of our fees from client accounts). ​ Financial Planning Packages The fee for the Quick-Start Package is $1,999.”

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

How Outpost Advisors, LLC bills

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

• “The annual fees are billed in advance on a quarterly basis based on account value at the last business day of the previous quarter.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Outpost Advisors, LLC’s fees compare

• Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
• Its flat or project fee of $1,999 is below the Utah median of $2,050. 44% of the 63 other Utah planners that publish a flat or project fee charge less.

About Outpost Advisors, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 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% a year

Minimum

$169 minimum fee (stated in brochure)

Clients

111

Employees

2

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$70,500,819

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300602

Website

outpostadvisors.net (opens in new tab)

Phone

(801) 739-6228

Can advise clients in 6 states: California, Colorado, Kentucky, Ohio, Texas, Utah

Other planners in Holladay that publish fees

• Platform Wealth AdvisorsHolladay$2,500⁠-⁠$10,000
• 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

Compare all 181 planners in Utah