PlannerFees

Winter Harbor Advisors, L.L.C. fees and pricing

Financial planner in Salt Lake City, Utah. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 15, 2026, Winter Harbor Advisors, L.L.C. charges $175⁠-⁠$225 an hour and a flat or project fee of $2,250⁠-⁠$22,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$175⁠-⁠$225/hr
“The hourly fee for financial planning services ranges between $175 to $225 per hour depending on the complexity of the client’s specific situation.”
Flat or project fee
$2,250⁠-⁠$22,500
“The fixed fee for a financial planning services generally ranges between $2,250 and $22,500, depending on the complexity of the client’s specific situation, though fees outside this range may apply in certain particularly complex situations.”

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

How Winter Harbor Advisors, L.L.C. bills

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

  • “Investment advisory fees are due quarterly in advance and are billed to the client.”
  • “The full fixed fee is due at the beginning of the engagement; however, for Page 7 engagements expected to last more than three months, we will only invoice for the services to be provided within the next three months.”
  • “Winter Harbor may refund, at its sole discretion, a portion of fixed financial planning services fees representing its determination of the portion of financial planning services not yet complete at the time of termination.”

How Winter Harbor Advisors, L.L.C.’s fees compare

  • Its hourly rate of $175-$225 spans the Utah median of $200. 42% of the 78 other Utah planners that publish an hourly rate charge less.
  • 7 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
  • Its flat or project fee of $2,250-$22,500 is above the Utah median of $2,050. 92% of the 63 other Utah planners that publish a flat or project fee charge less.
  • 10 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.

About Winter Harbor Advisors, L.L.C.

“Winter Harbor provides investment management and financial planning services to clients. In addition, we provide investment advisory/management clients access to certain financial planning software.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

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
1.25% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$11,665,364
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
139074
Website
winterharboradvisors.com (opens in new tab)
Phone
(888) 414-6750

Other planners in Salt Lake City that publish fees

Compare all 38 planners in Salt Lake City

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