Premier Choice Wealth Advisors, LLC fees and pricing
Financial planner in Lehi, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Premier Choice Wealth Advisors, LLC charges $350 an hour and an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Services are offered based on an hourly fee of $350 per hour.”
- Annual fee
- $2,000/yr
“The Client pays the same $2,000 annual fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Premier Choice Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “For accounts opened or closed mid-billing period, - 3- fees will be prorated based on the day’s services are provided during the given period.”
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
How Premier Choice Wealth Advisors, LLC’s fees compare
- Its hourly rate of $350 is above the Utah median of $200. 90% of the 78 other Utah planners that publish an hourly rate charge less.
- 7 of the 9 other planners in Lehi that publish an hourly rate charge less.
- Its annual fee of $2,000 is below the Utah median of $10,750. 19% of the 16 other Utah planners that publish an annual fee charge less.
- None of the 2 other planners in Lehi that publish an annual fee charge less.
About Premier Choice Wealth Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 313
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $10,361,315
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 312220
- Phone
- (801) 834-0031
Other planners in Lehi that publish fees
- Artstone Private WealthLehi$200/hr
- Brighter Retirement Advisors LLCLehi$50-$500
- Decker Retirement Planning Inc.Lehi$250/hr
- Drive Wealth AdvisersLehi$300/hr, $5,000-$50,000
- Fletcher Capital ManagementLehi$75/hr, $500-$3,500
- Gajardo Wealth Management LLCLehi$200-$2,000
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.