PlannerFees

Provident Living Financial Services fees and pricing

Financial planner in Lehi, Utah. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 5, 2026, Provident Living Financial Services charges $200 an hour, a flat or project fee of $500, and a monthly fee of $60 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Applicable Surcharges: ▪ FINANCIAL PLANNING SERVICES: $200 /MO ▪ UP TO 2 x CHECKPOINT PITSTOP SESSIONS UP TO 20 MINUTES ANNUALLY: $50 /slot ▪ ESTATE PLANNING SUPPORT SERVICES TECHNOLOGY PLATFORM: $1,000 one-time + $500 per any subsequent document builder access session. ▪ OUT OF SCOPE WORK: $200 /HR 2026 ©…”
Flat or project fee
$500
“The standard fee for platform access shall be $1,500 one-time plus $500 per any subsequent document builder access session.”
Monthly fee
$60/mo
“DIY MEMBERSHIP COST Base Fee: $60 /MO Base membership fee is waived or reduced for (discounts and waivers may not be combined – best will be applied): ▪ WAIVED:”

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

How Provident Living Financial Services bills

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

  • “Clients may terminate their enrollment in an advisory program within five (5) business days of signing the Agreement for a full refund.”
  • “Client will be entitled to a pro-rata refund for any unearned, prepaid fees at the time of the following scheduled practice quarterly billing.”
  • “If base fee is paid annually in advance and auto-renewed with auto-pay.”

How Provident Living Financial Services’ fees compare

  • Its hourly rate of $200 matches the Utah median of $200. 42% of the 78 other Utah planners that publish an hourly rate charge less.
  • 1 of the 9 other planners in Lehi that publish an hourly rate charge less.
  • Its flat or project fee of $500 is below the Utah median of $2,050. 5% of the 63 other Utah planners that publish a flat or project fee charge less.
  • 1 of the 9 other planners in Lehi that publish a flat or project fee charge less.

About Provident Living Financial Services

  • Firm size: 3 employees.
  • Registered as an adviser: 2025.

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
0.5% a year
Clients
245
Employees
3
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, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$158,102,043
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
282665
Website
getprovident.com (opens in new tab)
Phone
(801) 753-5639

Can advise clients in 4 states: California, Idaho, Texas, Utah

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