Wealth Innovation Group fees and pricing
Financial planner in Logan, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 1, 2026, Wealth Innovation Group charges a quarterly fee of $900-$1,800 and an annual fee of $3,600-$7,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $900-$1,800/qtr
“We offer three service levels, as well as an initial free trial period: ● ● ● ● Free Trial: 3 to 6 months Level 1 (Basic): $900/quarter or $3,600/year (typically individuals or couples with an annual net income of $500k - $1MM) Level 2 (Advanced): $1,800/quarter or $7,200/year (typically individuals or couples with…”
- Annual fee
- $3,600-$7,200/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wealth Innovation Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Wealth Innovation Group’s fees compare
- Its annual fee of $3,600-$7,200 is below the Utah median of $10,750. 31% of the 16 other Utah planners that publish an annual fee charge less.
About Wealth Innovation Group
- Firm size: 2 employees.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338077
- Phone
- (801) 661-1302
Other planners in Logan that publish fees
- Andina AdvisorsLogan$500/hr, $500
- Peak Investment Coaching, LLCLogan$95-$495
- 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
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.