Uta LLC fees and pricing
Financial planner in Vancouver, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 12, 2026, Uta LLC charges $200-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“Financial planning services may be billed at an hourly or fixed fee, which is listed in your planning agreement and range from $200-$500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Uta LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Planning fees are generally due upon completion of the project.”
- “Fees for partial quarters at the commencement or termination of this Agreement will be billed on a pro-rated basis contingent on the number of days the account was open during the quarter.”
How Uta LLC’s fees compare
- Its hourly rate of $200-$500 spans the Washington median of $300. 69% of the 216 other Washington planners that publish an hourly rate charge less.
- 4 of the 9 other planners in Vancouver that publish an hourly rate charge less.
About Uta LLC
“We also provide financial planning services encompassing one or more aspects of a client's overall financial situation.”
- Firm size: 2 employees.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 102
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $214,570,738
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315427
- Phone
- (360) 360-0344
Can advise clients in 3 states: Nevada, Oregon, Washington
Other planners in Vancouver that publish fees
- Cairn Wealth ManagementVancouver$300-$450/hr, $2,500-$7,000
- Delphi AdvisersVancouver$400/hr, $1,500-$6,000
- First Pacific Financial, Inc.Vancouver$500/hr, $15,000
- Harlow Wealth Management, Inc.Vancouver$5,000-$50,000
- Helium Advisors LLCVancouver$300/hr, $5,000-$25,000
- Middleton & CompanyVancouver$750, $2,500/qtr
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.