Ulta Wealth Management, LLC fees and pricing
Financial planner in Las Vegas, Nevada. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 9, 2026, Ulta Wealth Management, LLC charges $1,000 an hour and a flat or project fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,000/hr
“The maximum hourly fee to be charged will not exceed $1,000.”
- Flat or project fee
- $20,000
“Flat fees will not exceed $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ulta Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm bills on cash unless indicated otherwise in writing.”
- “Annualized fees are billed on a pro-rata basis monthly in arrears based on the time-weighted daily average value of the account(s) during the month.”
- “Fees are negotiable and will be deducted from client account(s).”
How Ulta Wealth Management, LLC’s fees compare
- Its hourly rate of $1,000 is above the Nevada median of $300. 98% of the 64 other Nevada planners that publish an hourly rate charge less.
- 24 of the 24 other planners in Las Vegas that publish an hourly rate charge less.
- Its flat or project fee of $20,000 is above the Nevada median of $5,000. 92% of the 50 other Nevada planners that publish a flat or project fee charge less.
- 24 of the 26 other planners in Las Vegas that publish a flat or project fee charge less.
About Ulta Wealth Management, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 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
- 2% a year
- Clients
- 27
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $146,470,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310879
- Phone
- (702) 478-4777
Other planners in Las Vegas that publish fees
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Backbone Planning Partners LLCLas Vegas$500-$15,000, $5,000-$50,000/yr
- Bird Spring Financial LLCLas Vegas$350-$500/hr, $525-$7,500
- Black Card CircleLas Vegas$350/hr, $1,500-$50,000
- Buckley WealthLas Vegas$50,000, $50,000/yr
- Clarity Council Financial, LLCLas Vegas$200/hr, $1,000
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.