# Braxton Leicht

> Braxton Leicht is a fee-only financial advisor at Beta Wealth Group in Park City, Utah. Braxton charges a percentage of assets (a $400,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/braxton-leicht/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Beta Wealth Group
- **Based in:** Park City, Utah
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $400,000 asset minimum
- **Assets under management (firm):** $460.3M across 383 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 7857518 (https://adviserinfo.sec.gov/individual/summary/7857518)
- **SEC registration:** Investment adviser representative in CA, UT
- **Exams passed:** Series 65 (2023)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.betawealthgroup.com

## Frequently asked questions

### Is Braxton Leicht a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Braxton holds no broker registration, and Beta Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Braxton charge for financial advice?

Braxton charges a percentage of assets.

### How much does Braxton charge?

According to Beta Wealth Group's website, checked October 30, 2026: a $400,000 asset minimum.

### Where is Braxton Leicht based?

Braxton Leicht is based in Park City, Utah.

### What does Braxton specialize in?

Braxton's specialties include retirement planning, estate & legacy planning and tax planning.

### Is Braxton Leicht registered with the SEC?

Yes. Braxton Leicht is registered as an investment adviser representative in CA and UT (CRD 7857518), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Beta Wealth Group manage?

Beta Wealth Group reports $460.3M across 383 accounts in assets under management.

### How do I contact Braxton Leicht?

Through Braxton's website, www.betawealthgroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7857518): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.betawealthgroup.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.