Subscription financial advisors in Utah
Jump to the 12 firms with published feesFee medians
Subscription planners charge a set monthly or quarterly fee for ongoing advice. The fee doesn't move when your investments go up or down. Every firm here passed our fee only filter: no commission or referral pay reported in its Form ADV or brochure.
The median subscription fee in Utah is $688 a month (middle half $100-$1,000), from 10 firms with a current fee (brochure under 18 months old, not just a cap or minimum). 3 firms in Utah only quote a quarterly planning fee, which we divide by 3 to get a monthly figure. Updated November 2026.
Subscription financial advisors in Utah and their published fees
12 firms with published fees
Utah medians: $200/hr, $3,400 flat, $688/mo monthly fee. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Monthly fee |
|---|---|---|---|
| Navigate Financial LLCSalt Lake City | Up to $150/hr | Not published | Up to $25/moUp to $25/mo |
| Provident Living Financial ServicesLehi | $200/hr near the Utah median | Not published | $60/mo below the Utah median$60/mo below the Utah median |
| Stonecreek Wealth AdvisorsSouth Jordan | Not published | Not published | $97/mo below the Utah median$97/mo below the Utah median |
| Deseret Point Partners LLCSalt Lake City | Not published | Not published | $100/mo below the Utah median$300/qtr ($100/mo) below the Utah median |
| Black Salt Advisors LLCSalt Lake City | $250/hr above the Utah median | Not published | $250/mo below the Utah median$250/mo below the Utah median |
| Livet Wealth, LLCSpanish Fork | Up to $300/hr | Not published | Up to $250/moUp to $250/mo$1,800- |
| Money Illustrated Advisory ServicesBluffdaleCFP® | $250/hr above the Utah median | Not published | $250- |
| Stream Financial Advice, LLCOremCFP® | $150/hr below the Utah median | Not published | $500- |
| Lifepoint Financial DesignSalt Lake CityCFP® | Not published | Not published | $542- |
| Tech Wealth, LLCLehi | Not published | Not published | $1,000/mo above the Utah median$3,000/qtr ($1,000/mo) above the Utah median |
| Encore Retirement Planning, LLCSouth Jordan | Up to $275/hr | Not published | $1,042- |
| Soltis Investment Advisors, LLCSt. George | Not published | $500- | $2,500- |
Subscription fees in Utah: key findings
- The median subscription fee in Utah, $688 a month from 10 firms, is $213 above the US median of $475 a month (1,036 firms).
- The median subscription fee in Utah (10 firms) is the 2nd highest of the 28 US states where at least 10 firms publish a current subscription fee.
- A year of subscription planning at the Utah median ($688 a month, 10 firms) comes to $8,256 before any upfront fee, against a median of $3,400 for a one time plan in Utah (28 firms).
- 5 of the 10 Utah firms with a current subscription fee also publish an hourly rate.
Source: firms' Form ADV Part 2A brochures filed with the SEC or a state regulator, data as of November 2026. We count a firm when its brochure is under 18 months old and gives a monthly fee, or a quarterly fee we divide by 3, that isn't just a cap or minimum. A range counts at its midpoint. How we count subscription fees
US subscription fee study: all states, upfront fees, hourly and one time plans
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Subscription (per month) | $688/mo | $100- | 10 firms |