Firm
Cynosure Portfolio Advisors
Salt Lake City, Utah
Fee-only
Cynosure Portfolio Advisors at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 7 advisors are listed here.
- Its Form ADV reports 7 employees and 48 individual clients.
- Its average account is about $120,000 (assets it manages divided by its 48 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Salt Lake City, Utah |
|---|---|
| Website | cynosureportfolioadvisors.com |
| Phone | (801) 521-3100 |
Cynosure Portfolio Advisors fees
Cynosure Portfolio Advisors 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 |
|---|---|
| Assets managed | $6 million |
| Individual clients | 48 |
| Accounts managed | 48 |
| Employees | 7 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-134251) |
| Financial planning | Offered |
| Form ADV filed | May 27, 2026 |
| SEC record | CRD 337747 |