The Karras Company, Inc. fees and pricing
Financial planner in Roy, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 24, 2026, The Karras Company, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“For hourly arrangements, our standard rate is $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Karras Company, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Wealth Planning and/or Investment Consulting Services Wealth planning and investment consulting fees are negotiable between the client and the IARs of Karras.”
- “The fees are determined in advance and mutually agreed upon between the client and the IARs of Karras and will be disclosed within the appropriate agreement prior to being charged.”
- “For service agreements that are to be based on a percentage of assets managed, Fees are payable in accordance with the following schedule and will be deducted from your advisory account on a quarterly basis.”
How The Karras Company, Inc.’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.
About The Karras Company, Inc.
- Firm size: 7 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1997 (29 years).
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
- 1.2% a year
- Clients
- 249
- Employees
- 7
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $372,856,014
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109578
- Phone
- (801) 825-3000
Other planners in Utah that publish fees
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Andina AdvisorsLogan$500/hr, $500
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.