Platform Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“As a fixed fee, typically ranging from $2,500 $10,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client.”

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

How Platform Wealth Advisors bills

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

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (typically date of first trade).”

How Platform Wealth Advisors’ fees compare

• Its flat or project fee of $2,500-$10,000 is above the Utah median of $2,050. 86% of the 63 other Utah planners that publish a flat or project fee charge less.

About Platform Wealth Advisors

• Firm size: 17 employees.
• Founded: 2001 (25 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.1% a year

Minimum

$750 minimum fee (stated in brochure)

Clients

256

Employees

17

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, other investment advisers, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$509,034,759

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

329313

Website

linkedin.com/company/platform-wealth-advisors/about (opens in new tab)

Phone

(385) 243-0553

Can advise clients in 14 states: Arizona, California, Georgia, Louisiana, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Oregon, Pennsylvania, Texas, Utah, Washington

Other planners in Holladay that publish fees

• Outpost Advisors, LLCHolladay$150/hr, $1,999
• 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