Refined Wealth Management fees and pricing
Financial planner in Salt Lake City, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 19, 2026, Refined Wealth Management charges an annual fee of $500-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $500-$1,500/yr
“For our ongoing financial planning services, we charge $500 to $1,500 per year, which includes a comprehensive financial plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Refined Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our financial planning fee is negotiable, dependent upon the nature and complexity of the client's circumstances.”
- “Any fees that are due, but have not been paid, will be billed to you and are due immediately.”
- “Advisor Services platform all households are charged in arrears.”
How Refined Wealth Management’s fees compare
- Its annual fee of $500-$1,500 is below the Utah median of $10,750. 6% of the 16 other Utah planners that publish an annual fee charge less.
- None of the 2 other planners in Salt Lake City that publish an annual fee charge less.
About Refined Wealth Management
“Refined Wealth Management LLC ("RWM") is a Registered Investment Adviser ("Adviser") which offers investment advice, financial planning, insurance, and other financial services to clients. We provide comprehensive and objective financial advice on an individualized level, to help you achieve your investment goals.”
- Firm size: 5 employees.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Business owners
- Insurance analysis
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
- 1.35% a year
- Minimum
- No minimum stated in brochure
- Clients
- 408
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
- Assets managed
- $210,909,614
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169563
- Phone
- (385) 351-0200
Can advise clients in 6 states: California, Colorado, Idaho, Nevada, Texas, Utah
Other planners in Salt Lake City that publish fees
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
- Cottonwood Asset Management LLCSalt Lake City$125/hr
- Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
- Crewe AdvisorsSalt Lake City$6,000-$150,000
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.