Stonebriar Wealth, LLC fees and pricing
Financial planner in Lehi, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 2, 2026, Stonebriar Wealth, LLC charges a flat or project fee of $5,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,500
“Basic Financial Plan $5,500 This is a basic financial plan that includes the items mentioned above in Item 4:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stonebriar Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients pay an annual advisory fee that is billed monthly.”
- “Clients can choose whether fees will be deducted from their managed account or billed as incurred.”
- “Again, our fees are generally negotiable.”
How Stonebriar Wealth, LLC’s fees compare
- Its flat or project fee of $5,500 is above the Utah median of $2,050. 75% of the 63 other Utah planners that publish a flat or project fee charge less.
- 8 of the 9 other planners in Lehi that publish a flat or project fee charge less.
About Stonebriar Wealth, LLC
- Firm size: 11 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 505
- Employees
- 11
- 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
- $139,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327618
- Phone
- (385) 314-3300
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Is something on this page wrong or out of date?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.