Wealth Management CPAs, LLC fees and pricing

Financial planner in Salt Lake City, Utah. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 24, 2026, Wealth Management CPAs, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “AND CONSULTING WM CPAs charges an hourly fee of $150 for financial planning.”

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

“Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Fees for financial plans are due upon delivery of the completed plan.”

Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
2 of the 16 other planners in Salt Lake City 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: 2% a year
Clients: 395
Employees: 11
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $329,157,318
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 310096
Website: wealthcpas.com (opens in new tab)
Phone: (801) 272-4357

Can advise clients in 4 states: Idaho, Louisiana, Texas, Utah

Is something on this page wrong or out of date?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