Firm
Emotionally Invested
Highland, Utah
Fee-only
Emotionally Invested 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 7 individual clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Highland, Utah |
|---|---|
| Website | getemotionallyinvested.com |
| Phone | (801) 472-3586 |
Emotionally Invested fees
Emotionally Invested 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 | Hourly |
|---|---|
| Individual clients | 7 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 332807 |