WMX Advisors, LLC Dba Wealth Management Experience fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 6, 2023. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“If the Annual Financial Plan Review or Separate Financial Planning Consultation finds that a new Comprehensive Financial Plan needs to be prepared and Clients engage WMX Advisors to do so, Clients will be charged for a new Comprehensive Financial Plan minus either the $500 paid for the Annual Financial Plan Review…”

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

How WMX Advisors, LLC Dba Wealth Management Experience bills

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

• “The fixed fees for Annual Financial Plan Reviews and the hourly rate for Separate Financial Planning Consultations are both non-negotiable.”
• “As all the financial planning fees are charged in arrears, WMX Advisors does not offer refunds as services will have already been performed.”
• “If a client chooses to terminate Financial Planning Services before the product is delivered or service is complete, WMX Advisors will charge a prorated amount for the work completed and will deliver any work product completed.”

How WMX Advisors, LLC Dba Wealth Management Experience’s fees compare

• 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 WMX Advisors, LLC Dba Wealth Management Experience

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

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

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315122

Website

wealth-mx.com (opens in new tab)

Phone

(435) 668-7035

Other planners in Saint George that publish fees

• Managed Wealth Advantage, LLCSaint George$600⁠-⁠$1,500
• 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

Compare all 181 planners in Utah