Patrick Lundergan
Albion Financial Group · Salt Lake City, Utah
Patrick Lundergan is a fee-only financial advisor at Albion Financial Group in Salt Lake City, Utah, who holds the CFP credential. Albion Financial Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Albion Financial Group |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $2.01B across 2,298 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in UT · CRD 6058604 |
| Exams passed | Series 63 (2012) · Series 66 (2015) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.albionfinancial.com |
How Patrick's firm compares
- Albion Financial Group's average account is about $876,000, from its Form ADV (assets managed divided by 2,298 accounts).
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Questions about Patrick
Is Patrick Lundergan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Albion Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Albion Financial Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Patrick Lundergan based?
Patrick Lundergan is based in Salt Lake City, Utah.
What credentials does Patrick Lundergan hold?
Patrick Lundergan holds the CFP credential.
Is Patrick Lundergan registered with the SEC?
Yes. Patrick Lundergan is registered as an investment adviser representative in UT (CRD 6058604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Albion Financial Group manage?
Albion Financial Group reports $2.01B across 2,298 accounts in assets under management.
How do I contact Patrick Lundergan?
Through Patrick's website, www.albionfinancial.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
- 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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