Pomegranate Financial LLC fees and pricing
Financial planner in Springville, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Pomegranate Financial LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“12 We provide hourly financial planning services at the rate of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pomegranate Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for the upfront onboarding portion of the service may be paid by electronic funds transfer or check.”
- “The annual advisory fee is tiered, prorated and paid in arrears on a quarterly basis.”
- “The fees charged by PF and Betterment are not negotiable, and no increase in the annual fee shall be effective without agreement from the Client by signing a new agreement or amendment to their current advisory agreement.”
How Pomegranate Financial LLC’s fees compare
- 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.
About Pomegranate Financial LLC
- Principal: Blake Jones
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2020 (6 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
- 2% a year
- Clients
- 35
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $8,241,308
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 308992
- Phone
- (385) 398-4015
Other planners in Utah that publish fees
- 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
- Andina AdvisorsLogan$500/hr, $500
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.