Firm
Fiduciary Advisors
Cottonwood Heights, Utah
Fee-only
Fiduciary Advisors at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 51 individual clients.
- Its average account is about $9.3 million (assets it manages divided by its 56 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Cottonwood Heights, Utah |
|---|---|
| Website | pcsretirement.com/aspire/premier-choice |
| Phone | (801) 492-7341 |
Fiduciary Advisors fees
Fiduciary 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 | $520 million |
| Individual clients | 51 |
| Accounts managed | 56 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-72971) |
| Financial planning | Offered |
| Form ADV filed | August 11, 2026 |
| SEC record | CRD 104189 |