Braxton Leicht
Beta Wealth Group · Park City, Utah
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.
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Specialties
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 | $460.3M across 383 accounts |
| SEC registration | Investment adviser representative in CA, UT · CRD 7857518 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.betawealthgroup.com |
How Braxton's firm compares
- Beta Wealth Group's average account is about $1.2 million, from its Form ADV (assets managed divided by 383 accounts).
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Questions about Braxton
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Beta Wealth Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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