The Professional Financial Company LLC fees and pricing
Financial planner in Orem, Utah. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, The Professional Financial Company LLC charges a flat or project fee of $500-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$25,000
“The flat fee for financial planning services ranges from $500 to $25,000 depending on the complexity of client situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Professional Financial Company LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio management fees are not negotiable.”
- “Clients may terminate the agreement without penalty for a full refund of PROFi’s fees within five business days of signing the Investment Advisory Contract.”
- “Pension consulting fees are not negotiable.”
How The Professional Financial Company LLC’s fees compare
- Its flat or project fee of $500-$25,000 spans the Utah median of $2,050. 94% of the 63 other Utah planners that publish a flat or project fee charge less.
About The Professional Financial Company LLC
- Firm size: 7 employees.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 255
- Employees
- 7
- Works with
- Individuals, high net worth individuals, charities, businesses, and other
- 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
- $246,055,621
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286419
- Phone
- (801) 701-2345
Other planners in Orem that publish fees
- Blue Barn WealthOrem$1,800-$24,000/yr
- Squire Wealth AdvisorsOrem$300/hr
- Stream Financial Advice, LLCOrem$150/hr, $500-$1,000/mo
- Timpanogos Financial Advisors, Inc.Orem$275/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Is something on this page wrong or out of date?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.