Vantage Point Investments, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“VPI’s Financial Planning and Consultation Services are invoiced in arrears at the following rates: 1) $250 per hour; or 2) When a client selects modular financial planning, VPI’s fee is $500 per module.”

Flat or project fee

$500

From the same sentence as above.

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

How Vantage Point Investments, Inc. bills

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

• “Fees are billed either monthly or quarterly in advance or arrears, as set forth in the client agreement.”
• “If an unaffiliated manager program is utilized, the management fee attributed to the program’s services (as set forth in the program’s management agreement) is billed separately and is in addition to VPI’s fees.”
• “All fees for planning services are agreed uon in advance in writing.”

How Vantage Point Investments, Inc.’s fees compare

• Its hourly rate of $250 is above the Utah median of $200. 53% of the 78 other Utah planners that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Utah median of $2,050. 5% of the 63 other Utah planners that publish a flat or project fee charge less.

About Vantage Point Investments, Inc.

• Principal: Robert F. Hansen
• Firm size: 3 employees.
• Credentials named in the brochure: CPA.
• 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

1.5% a year

Clients

207

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$40,143,570

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156887

Website

vpiadvisors.com (opens in new tab)

Phone

(801) 358-0441

Other planners in Utah that publish fees

• 114TH Financial LCSouth Jordan$150/hr, $150/mo
• Abacus Investment AdvisorsSalt Lake City$100/hr
• Abg ConsultantsCottonwood Heights$250/hr, $300⁠-⁠$1,500
• Albility PlanningMapleton$275/hr, $275/mo
• Albion Financial GroupSalt Lake City$250⁠-⁠$500/hr, $2,500⁠-⁠$50,000
• Andina AdvisorsLogan$500/hr, $500

Compare all 181 planners in Utah