Staffieri Capital LLC fees and pricing

Financial planner in Lindon, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 31, 2026, Staffieri Capital LLC charges $250⁠-⁠$500 an hour for financial planning.

Published fees

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

Hourly rate: $250⁠-⁠$500/hr; “The Firm’s hourly rate for such engagements ranges from $250 to $500 per hour.”

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

“Financial planning fixed fees are billed monthly in arrears, after the services for that month have been performed.”
“Fees are invoiced separately from portfolio management fees and are not deducted from client investment account(s) unless the client provides separate written authorization to do so.”
“The client’s final invoice will reflect only those services performed through the Page 7 of 32 Staffieri Capital, LLC Form ADV Part 2A effective date of cancellation, prorated on a daily basis.”

Its hourly rate of $250-$500 is above the Utah median of $200. 92% of the 78 other Utah planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.35% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 341715
Phone: (760) 539-2536

Is something on this page wrong or out of date?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.