PlannerFees

The Prudent Planner, LLC fees and pricing

Financial planner in Salt Lake City, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 17, 2025, The Prudent Planner, LLC charges a flat or project fee of $1,500⁠-⁠$3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$3,000
“This service is done on a fixed fee basis, ranging from $1,500 to $3,000 per plan.”

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

How The Prudent Planner, LLC bills

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

  • “Our advisory fees are negotiable, and we may waive certain fees at our discretion for our associates and their family members.”
  • “Fees are to be paid by check or draft from US-based financial institutions.”
  • “An hourly engagement lasting more than one month may be billed at the end of each month for time incurred during that period.”

How The Prudent Planner, LLC’s fees compare

  • Its flat or project fee of $1,500-$3,000 spans the Utah median of $2,050. 52% of the 63 other Utah planners that publish a flat or project fee charge less.
  • 4 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.

About The Prudent Planner, LLC

“We also provide educational workshops involving a broad range of financial planning and investing topics.”
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: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Divorce
  • Equity compensation
  • Cash flow and budgeting
  • Charitable giving

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
1.5% a year
Clients
6
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed
$1,250,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
285028
Phone
(801) 201-7012

Other planners in Salt Lake City that publish fees

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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.