Tech Wealth, LLC fees and pricing
Financial planner in Lehi, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 24, 2026, Tech Wealth, LLC charges a quarterly fee of $3,000 and an annual fee of $12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $3,000/qtr
“The specific services to be provided to a client will be described in the client’s signed agreement and Schedule A. or clients with less than $1,000,000 in investable assets under management with the Firm, the F Firm generally charges a financial planning fee of $3,000 per quarter ($12,000 annually), billed…”
- Annual fee
- $12,000/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tech Wealth, LLC’s fees compare
- Its annual fee of $12,000 is above the Utah median of $10,750. 56% of the 16 other Utah planners that publish an annual fee charge less.
- 1 of the 2 other planners in Lehi that publish an annual fee charge less.
About Tech Wealth, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Early retirement / FIRE
- Business owners
- Equity compensation
- 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
- 3% a year
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $11,213,958
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311267
- Phone
- (801) 901-0663
Can advise clients in 2 states: California, Utah
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Is something on this page wrong or out of date?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.