Vantage Point Management, Inc. fees and pricing

Financial planner in North Ogden, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 6, 2026, Vantage Point Management, Inc. charges $100 an hour for financial planning.

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: $100/hr; “VPM’s Consultation Services are invoiced in arrears at a rate of $100 per hour.”

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

“For managed assets held at other custodial firms, VPM’s management fee is also invoiced monthly in arrears as described in the above paragraph.”
“Where services are initiated at any time other than the beginning of a month, VPM’s fee is prorated.”
“However, VPM’s private clients are only invoiced for VPM’s investment management services.”

Its hourly rate of $100 is below the Utah median of $200. 3% of the 78 other Utah planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.95% a year
Clients: 53
Employees: 3
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed: $33,403,000
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 287757
Website: vpmria.com (opens in new tab)
Phone: (801) 605-3344

Is something on this page wrong or out of date?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.