Slayton Lewis Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“A.2 Hourly and Fixed Fee Arrangements Financial planning fees not included with the asset management fee will be billed at the rate of $250 per hour or a fixed fee mutually agreed upon by the client and Slayton Lewis.”

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

How Slayton Lewis Inc bills

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

• “The management fee is payable quarterly or monthly, in arrears based upon the ending value.”
• “In any partial billing period, the management fee will be prorated based on the number of days that the account was open during the period.”
• “Retainer fees are billed monthly in arrears.”

How Slayton Lewis Inc’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.
• 10 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.

About Slayton Lewis Inc

• Firm size: 5 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Cash flow and budgeting

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

1% a year

Clients

72

Employees

5

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$334,444,797

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

114596

Website

facebook.com/slaytonlewis (opens in new tab)

Phone

(801) 521-2191

Can advise clients in 5 states: California, Florida, Illinois, 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

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