PlannerFees

Tanara Wealth Management LLC fees and pricing

Financial planner in Lehi, Utah. Registered with the SEC.

According to its Form ADV Part 2A brochure dated August 10, 2026, Tanara Wealth Management LLC charges $500 an hour and a flat or project fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“In the event of termination prior to delivery, the Firm will charge for services performed at an hourly rate of $500, subject to a minimum charge of $1,000 (two hours).”
Flat or project fee
$1,000
“The flat fee starts at $1000, however, we retain the right to waive or reduce this minimum if we feel circumstances are warranted.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tanara Wealth Management LLC bills

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

  • “At the Client’s election, fees may alternatively be invoiced and paid directly rather than deducted from the custodial account.”
  • “Payment can be made upfront in a lump sum, paid quarterly in advance or both.”
  • “Any time spent in excess of two hours will be billed at the same hourly rate.”

How Tanara Wealth Management LLC’s fees compare

  • Its hourly rate of $500 is above the Utah median of $200. 95% of the 78 other Utah planners that publish an hourly rate charge less.
  • 9 of the 9 other planners in Lehi that publish an hourly rate charge less.
  • Its flat or project fee of $1,000 is below the Utah median of $2,050. 22% of the 63 other Utah planners that publish a flat or project fee charge less.
  • 2 of the 9 other planners in Lehi that publish a flat or project fee charge less.

About Tanara Wealth Management LLC

“We aim to help clients manage the complexities that wealth creates, using various planning services, investment management services, and additional family office services. After discussions, you may engage us to provide financial planning services, subject to your needs and objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 15 employees.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.3% a year
Clients
366
Employees
15
Works with
Individuals, high net worth individuals, insurance companies, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$1,093,210,505
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
340174
Website
tanarawm.com (opens in new tab)
Phone
(801) 653-0564

Can advise clients in 8 states: California, Florida, Idaho, Nevada, Oregon, Texas, Utah, Washington

Other planners in Lehi that publish fees

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