Firm
Chugg Wealth Strategies
Provo, Utah
Fee-only
Chugg Wealth Strategies at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 24 individual clients, 9 of them high net worth.
- Its average account is about $694,000 (assets it manages divided by its 41 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Provo, Utah |
|---|---|
| Website | chuggws.com |
| Phone | (949) 892-0826 |
Chugg Wealth Strategies fees
Chugg Wealth Strategies 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 |
|---|---|
| Assets managed | $28 million |
| Individual clients | 15 |
| High-net-worth clients | 9 |
| Accounts managed | 41 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 10, 2026 |
| SEC record | CRD 284215 |