Firm
Able & Strong Advisors
Bountiful, Utah
Fee-only
Able & Strong Advisors at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFA.
- Its Form ADV reports 3 employees and 65 individual clients, 10 of them high net worth.
- Its average account is about $289,000 (assets it manages divided by its 157 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Bountiful, Utah |
|---|---|
| Website | ableandstrongadvisors.com |
| [email protected] | |
| Phone | (385) 212-4560 |
Able & Strong Advisors fees
Able & Strong Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $45 million |
| Individual clients | 55 |
| High-net-worth clients | 10 |
| Accounts managed | 157 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 130069 |