Firm
Artstone Private Wealth
Lehi, Utah
Fee-only
Facts
| Based in | Lehi, Utah |
|---|---|
| Website | artstoneprivatewealth.com |
| Phone | (801) 228-0977 |
Artstone Private Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| One-time plan | From $500 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$3,600 / year Planning Fee" source
"$500 (one-time)" source
"$0 – $1,000,000: 1.00%" source
"$3,000,001+: 0.70%" source
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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Individual clients | 5 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 330020 |