Slope Advisors LLC fees
Financial planner in Lehi, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 28, 2026, Slope Advisors LLC (Lehi, UT) charges a flat or project fee of $750-$2,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 28, 2026. Fees can change.
- Flat or project fee
- $750-
$2,500 Below the Utah median of $3,400; 26% of the 27 other planners in Utah that publish a flat or project fee charge less. 1 of the 3 other planners in Lehi charges less.
“Equity Compensation Tax Strategy — flat fee of $750 to $2,500, by complexity.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Slope Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is payable one-half when the agreement is signed and one-half when the written plan is delivered.”
- “Aggregation generally results in a lower rate than if each account were billed separately.”
- “Equity Compensation Tax Strategy fees are billed directly to the client and may be paid by check or electronic funds transfer.”
About Slope Advisors LLC
- Principal: Braxton Bean
Planning areas mentioned in the brochure
- Business owners
- Equity compensation
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 28, 2026
- CRD number
- 342973 (opens in new tab)
- Phone
- (801) 410-0569
Other planners in Lehi that publish fees
- Artstone Private WealthLehiHourly $200/hr
- Gajardo Wealth Management LLCLehiHourly up to $200/hr, Flat $200-$2,000
- Montage Financial AdvisorsLehiHourly $350/hr, Flat $4,000-$6,000
- Provident Living Financial ServicesLehiHourly $200/hr, Monthly $60/mo
- SwitchPoint Financial Planning LLCLehiHourly $300/hr, Flat $1,000-$3,000
- Tech Wealth, LLCLehiQuarterly $3,000/qtr
Is something on this page wrong or out of date?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.