Firm
Dance Investment Partners
St. George, Utah
Fee-only
Dance Investment Partners 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 12 individual clients, 2 of them high net worth.
- Its average account is about $253,000 (assets it manages divided by its 13 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | St. George, Utah |
|---|---|
| Website | danceinvestmentpartners.com |
| [email protected] | |
| Phone | (385) 534-8454 |
Dance Investment Partners fees
Dance Investment Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. 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 · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 10 |
| High-net-worth clients | 2 |
| Accounts managed | 13 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 21, 2026 |
| SEC record | CRD 335896 |