Timpanogos Financial Advisors, Inc. fees and pricing

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

According to its Form ADV Part 2A brochure dated February 10, 2026, Timpanogos Financial Advisors, Inc. charges $275 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $275/hr; “Services are offered based on an hourly fee of $275 per hour.”

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

“Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
“If cash and/or securities are deposited into or withdrawn from an existing account mid-billing period a prorated fee will be charged for that portion of the account.”
“The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”

Its hourly rate of $275 is above the Utah median of $200. 73% of the 78 other Utah planners that publish an hourly rate charge less.
1 of the 2 other planners in Orem that publish an hourly rate charge less.

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
Clients: 209
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $99,200,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 328166
Website: Timpfa.com (opens in new tab)
Phone: (801) 607-5670

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