PL Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“These fees are negotiable, but range from $5,000 to $15,000 on a fixed fee basis depending on the services for which the Firm is engaged or $150 on an hourly basis.”

Flat or project fee

$5,000⁠-⁠$15,000

From the same sentence as above.

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

How PL Wealth Advisors, LLC bills

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

• “The terms and conditions of the consulting engagement are set forth in the Agreement and PL Wealth Advisors requires one-half of the fee (estimated hourly or fixed) payable upon execution of the Agreement.”
• “The outstanding balance is due upon completion of the agreed upon services.”
• “In the event a contract is terminated prior to the end of the billing period, the Adviser will refund the client pro rata, pursuant to the hours of work performed.”

How PL Wealth 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.
• 2 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$15,000 is above the Utah median of $2,050. 89% of the 63 other Utah planners that publish a flat or project fee charge less.
• 9 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.

About PL Wealth Advisors, LLC

• Principal: Patrick Donohoe
• Firm size: 10 employees.
• Registered as an adviser: 2015 (11 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

1.5% a year

Clients

6

Employees

10

Works with

Individuals

Services reported to regulators

Financial planning, selecting other advisers, and other services

Assets managed

$1,394,430

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

170887

Website

plwealthadvisors.com (opens in new tab)

Phone

(800) 870-8670

Can advise clients in 7 states: Florida, Idaho, Illinois, North Carolina, Pennsylvania, Texas, Utah

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

Compare all 38 planners in Salt Lake City