Albion Financial Group at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 17 advisors are listed here; 9 of 17 hold the CFP.
- Its Form ADV reports 31 employees and 722 individual clients, 265 of them high net worth.
- Its average account is about $876,000 (assets it manages divided by its 2,298 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Salt Lake City, Utah |
|---|---|
| Website | albionfinancial.com |
| [email protected] | |
| Phone | (801) 487-3700 |
Questions about Albion Financial Group
How is Albion Financial Group paid?
Albion Financial Group's Form ADV says it is paid by: percentage of assets, hourly, fixed fees, performance-based fees.
How many advisors does Albion Financial Group have in the Wellspent public graph?
The Wellspent public graph lists 17 advisors at Albion Financial Group, and 9 hold the CFP.
What is the average account at Albion Financial Group?
Albion Financial Group's average account is about $876,000. That's the assets on its Form ADV divided by its 2,298 accounts.
Albion Financial Group fees
Albion Financial Group 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 · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $2.0 billion |
| Individual clients | 457 |
| High-net-worth clients | 265 |
| Accounts managed | 2,298 |
| Employees | 31 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-18270) |
| Financial planning | Offered |
| Form ADV filed | June 24, 2026 |
| SEC record | CRD 105957 |