Lifepoint Financial Design 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 77 individual clients, 4 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 75 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Salt Lake City, Utah |
|---|---|
| Website | lifepointfd.com |
Questions about Lifepoint Financial Design
How is Lifepoint Financial Design paid?
Lifepoint Financial Design's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Lifepoint Financial Design have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Lifepoint Financial Design.
What is the average account at Lifepoint Financial Design?
Lifepoint Financial Design's average account is about $251,000. That's the assets on its Form ADV divided by its 75 accounts.
What does Lifepoint Financial Design specialize in?
Lifepoint Financial Design's advisors and website list small business owners and tax planning.
Lifepoint Financial Design fees
Lifepoint Financial Design 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 | $19 million |
| Individual clients | 73 |
| High-net-worth clients | 4 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 321153 |