Twin Peaks Wealth Management LLC fees and pricing
Financial planner in Cottonwood Heights, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Twin Peaks Wealth Management LLC charges $150 an hour and a flat or project fee of $750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“COMPREHENSIVE FINANCIAL PLANNING Twin Peaks offers Comprehensive Financial Planning for a flat fee or an hourly fee as follows: Flat fee, typically ranging from $750-2,500; Hourly fee of $150/hr.”
- Flat or project fee
- $750
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Twin Peaks Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
- “Clients may terminate Investment Advisory Services within five (5) business days of signing the Advisory Agreement for a full refund.”
- “For service terminated mid-quarter, the client will be entitled to a pro rata refund for the days service was not provided in the final quarter, and refunds paid shortly after the end of the month in which service was terminated.”
How Twin Peaks Wealth Management LLC’s fees compare
- Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
- Its flat or project fee of $750 is below the Utah median of $2,050. 17% of the 63 other Utah planners that publish a flat or project fee charge less.
- None of the 2 other planners in Cottonwood Heights that publish a flat or project fee charge less.
About Twin Peaks Wealth Management LLC
“Twin Peaks offers discretionary direct Investment Advisory Services to Individuals & Families, Employers Sponsoring Retirement Plans, Trusts, Businesses, and Charitable Organizations.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2013 (13 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
- 1.4% a year
- Clients
- 49
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $50,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165044
- Phone
- (801) 557-8725
Other planners in Cottonwood Heights that publish fees
- Abg ConsultantsCottonwood Heights$250/hr, $300-$1,500
- M2 Financial LLCCottonwood Heights$1,000
- 114TH Financial LCSouth Jordan$150/hr, $150/mo
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Albility PlanningMapleton$275/hr, $275/mo
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
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.