Stonecreek Wealth Advisors fees
Financial planner in South Jordan, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, Stonecreek Wealth Advisors (South Jordan, UT) charges a monthly fee of $97 for financial planning.
- Website: stonecreekwealthadvisors.com (opens in new tab)
- Call (801) 545-0696
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change.
- Monthly fee
- $97/mo
“The Private Client Group is $97 a month.”
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
- 2011 (15 years)
How Stonecreek Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for services will be calculated, accrued and due either monthly or quarterly, in advance.”
- “Upon notice of termination, fees will be prorated based upon the number of days that services were rendered.”
- “For fees paid in advance, services will be completed within one month of the date fees are received.”
About Stonecreek Wealth Advisors
“The Adviser provides retirement planning, investment advisory, and the recommendation and monitoring of third party investment advisers.”
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, monthly planning fees, a percentage of assets under management, and newsletter or publication subscriptions
- Clients
- 273
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and newsletters and publications
- Assets managed
- $79.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 26, 2026
- CRD number
- 155300 (opens in new tab)
- Phone
- (801) 545-0696
Other planners in South Jordan that publish fees
- Encore Retirement Planning, LLCSouth JordanHourly up to $275/hr, Quarterly $3,125-$3,750/qtr
- Vitality Capital Management, LLCSouth JordanHourly $150-$250/hr, Flat $1,000-$10,000
- 114th Financial LCSouth JordanHourly $150/hr 2025 brochure
More planners in Utah that publish fees
- Sunset Retirement Advisors LLCProvoHourly $150/hr, Flat $2,500
- Twin Peaks Wealth Management LLCCottonwood HeightsHourly $150/hr, Flat $750-$2,500
- Loyal Wealth Management LLCAmerican ForkHourly $100/hr
- Jaeger Wealth AdvisorsSalt Lake CityHourly $250/hr, Flat $1,500-$10,000
- Soltis Investment Advisors, LLCSt. GeorgeFlat $500-$50,000, Monthly $2,500-$6,000/mo
- Focal Point Financial Planning, LLCPleasant GroveHourly $150/hr
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.