Firm
Lota Advisors LLC.
Salt Lake City, Utah
Fee-only
Lota Advisors LLC. 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 4 individual clients, 2 of them high net worth.
- Its average account is about $1.7 million (assets it manages divided by its 4 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Salt Lake City, Utah |
|---|---|
| Phone | (917) 209-8902 |
Lota Advisors LLC. fees
Lota Advisors LLC. 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 |
|---|---|
| Assets managed | $7 million |
| Individual clients | 2 |
| High-net-worth clients | 2 |
| Accounts managed | 4 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 269885 |