Firm
Bybee Wealth Management
Roy, Utah
Fee-only
Bybee Wealth Management at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 43 individual clients.
- Its average account is about $311,000 (assets it manages divided by its 43 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Roy, Utah |
|---|---|
| Website | bybeewealthmanagement.com |
| [email protected] | |
| Phone | (801) 649-4903 |
Bybee Wealth Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $750 |
| Hourly | $200 an hour |
| Asset-based fee | 1.5% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$80,000–$149,999 $1,200" source
"$750 upfront" source
"$200 / hour" source
"$0–$99,999 1.50%" 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 | $13 million |
| Individual clients | 43 |
| Accounts managed | 43 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 2, 2026 |
| SEC record | CRD 297272 |