Statera Wealth Management fees and pricing

Financial planner in St. George, Utah. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 5, 2026, Statera Wealth Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “AND CONSULTING Statera charges an hourly fee of $300 for financial planning and consulting services.”

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

“The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The Client must consent in advance to direct debiting of their investment account.”

Its hourly rate of $300 is above the Utah median of $200. 79% of the 78 other Utah planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.65% a year
Clients: 230
Employees: 8
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $184,663,817
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 333710
Website: staterawealth.com (opens in new tab)
Phone: (435) 673-6350

Can advise clients in 2 states: Texas, Utah

Is something on this page wrong or out of date?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