Gajardo Wealth Management
American Fork, Utah
Gajardo Wealth Management at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients, 4 of them high net worth.
- Its average account is about $75,000 (assets it manages divided by its 96 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | American Fork, Utah |
|---|---|
| Website | gajardowealth.com |
| [email protected] | |
| Phone | (801) 391-5176 |
Questions about Gajardo Wealth Management
How is Gajardo Wealth Management paid?
Gajardo Wealth Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Gajardo Wealth Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Gajardo Wealth Management.
What is the average account at Gajardo Wealth Management?
Gajardo Wealth Management's average account is about $75,000. That's the assets on its Form ADV divided by its 96 accounts.
What does Gajardo Wealth Management specialize in?
Gajardo Wealth Management's advisors and website list retirement planning, small business owners and physicians & residents.
Gajardo Wealth Management fees
Gajardo Wealth Management 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 | $7 million |
| Individual clients | 24 |
| High-net-worth clients | 4 |
| Accounts managed | 96 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | June 4, 2026 |
| SEC record | CRD 330711 |