Portside Wealth Group, LLC fees and pricing

Published fees

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

Flat or project fee

$150⁠-⁠$350

“We charge an hourly fee of $150 to $350 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

How Portside Wealth Group, LLC bills

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

• “Our annual portfolio management fee is billed and payable quarterly in advance, based on the balance at end of the prior quarter.”
• “Our advisory fee is negotiable, depending on individual client circumstances.”
• “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

How Portside Wealth Group, LLC’s fees compare

• Its flat or project fee of $150-$350 is below the Utah median of $2,050. None of the 63 other Utah planners that publish a flat or project fee charge less.
• None of the 2 other planners in Provo that publish a flat or project fee charge less.

About Portside Wealth Group, LLC

• Firm size: 54 employees.
• Registered as an adviser: 2023 (3 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

6,257

Employees

54

Works with

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

Services reported to regulators

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

Assets managed

$1,431,570,380

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

325175

Website

facebook.com/hurstFCllc (opens in new tab)

Phone

(385) 412-1222

Can advise clients in 36 states: Alaska, Arkansas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, North Carolina, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wyoming

Other planners in Provo that publish fees

• Chugg Wealth Strategies, LLCProvo$100/hr
• Joseph M. Larsen, C.P.A., P.C.Provo$199/hr
• Retirement Advice LLCProvo$300/hr
• Retirement Solutions Investments, Inc.Provo$2,500
• Sunset Retirement Advisors LLCProvo$150/hr, $2,500

Compare all 9 planners in Provo