Firm
Blue Barn Wealth
Orem, Utah
Fee-only
Blue Barn Wealth at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 8 advisors are listed here; 5 of 8 hold the CFP.
- Its Form ADV reports 9 employees and 226 individual clients, 46 of them high net worth.
- Its average account is about $466,000 (assets it manages divided by its 681 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Orem, Utah |
|---|---|
| Website | bluebarnwealth.com |
| Phone | (801) 466-4101 |
Blue Barn 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $5,000 |
| How it charges | Percentage of assets |
In the firm's words
"First $1M Next $3M Next $6M $10M+ 1.00% 0.75% 0.50% 0.25%" source
"Account Minimum: $5,000 (subject to a min. fee)" source
"First $1M Next $3M Next $6M $10M+ 1.00% 0.75% 0.50% 0.25%" 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 · Fixed fees |
|---|---|
| Assets managed | $317 million |
| Individual clients | 180 |
| High-net-worth clients | 46 |
| Accounts managed | 681 |
| Employees | 9 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-118602) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 107202 |