Solidarity Wealth, LLC fees and pricing
Financial planner in Lehi, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 6, 2026, Solidarity Wealth, LLC charges a monthly fee of $499-$1,199 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $499-$1,199/mo
“The monthly fee for this service will range from $499 and $1,199.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Solidarity Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Such services may include paying bills, record keeping, and reporting.”
- “Fees are charged and paid quarterly, in advance of each calendar quarter, pursuant to the terms of the Client’s wealth management agreement, based on the Client’s Gross Assets as of the end of the prior calendar quarter.”
- “Clients will generally pay a flat annual rate of up to $25,000, charged quarterly in advance.”
About Solidarity Wealth, LLC
- Firm size: 12 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, subscription fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 218
- Employees
- 12
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $704,156,344
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315843
- Phone
- (385) 374-1665
Can advise clients in 4 states: California, Idaho, Texas, Utah
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Is something on this page wrong or out of date?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.