Firm
Driven Investments
Lehi, Utah
Fee-only
Driven Investments at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 9 advisors are listed here.
- Its Form ADV reports 8 employees and 1,192 individual clients, 15 of them high net worth.
- Its average account is about $121,000 (assets it manages divided by its 1,978 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Lehi, Utah |
|---|---|
| Website | thedriveninvestments.com |
| Phone | (844) 932-3272 |
Driven Investments fees
Driven Investments 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 · Fixed fees |
|---|---|
| Assets managed | $239 million |
| Individual clients | 1,177 |
| High-net-worth clients | 15 |
| Accounts managed | 1,978 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-123246) |
| Financial planning | Offered |
| Form ADV filed | March 3, 2026 |
| SEC record | CRD 310095 |