PlannerFees

Taxwise Wealth Planning LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated October 5, 2026, Taxwise Wealth Planning LLC charges $250 an hour and a quarterly fee of $8,200 for financial planning.

Published fees

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

Hourly rate
$250/hr
“Consulting (Hourly Fee) For clients who need consulting regarding a specific financial planning area, TaxWise charges an hourly rate of $250.00 per hour.”
Quarterly fee
$8,200/qtr
“The quarterly fee is $8,200 ÷ 4 = $2,050.”

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

How Taxwise Wealth Planning LLC bills

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

  • “The advisory fee schedule set forth above is not negotiable.”
  • “The advisory fee is pro-rated and paid in arrears on a quarterly basis.”
  • “This is a carve-out from, not an addition to, the advisory fee: no assets are billed twice, and cash and cash equivalents are not counted in determining which asset tiers apply to the remaining assets.”

How Taxwise Wealth Planning LLC’s fees compare

  • Its hourly rate of $250 is above the Utah median of $200. 53% of the 78 other Utah planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Farmington that publish an hourly rate charge less.

About Taxwise Wealth Planning LLC

“TaxWise offers investment management and financial planning as separate services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2026.

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% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342739
Phone
(435) 334-4662

Other planners in Farmington that publish fees

Compare all 4 planners in Farmington

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