Firm
Medicus Wealth Planning, Inc.
Draper, Utah
Fee-only
Medicus Wealth Planning, Inc. at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 194 individual clients, 40 of them high net worth.
- Its average account is about $288,000 (assets it manages divided by its 558 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Draper, Utah |
|---|---|
| Website | medicuswealthplanning.com |
| [email protected] | |
| Phone | (801) 994-4777 |
Medicus Wealth Planning, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 0.5% to 1% a year |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"typically costs between $2,000 - $4,000 for the initial plan" source
"$300/hour for plan updates and future meetings" source
"Typically these fees range from 0.50% - 1.00% of the portfolio total." source
"Typically these fees range from 0.50% - 1.00% of the portfolio total." source
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 | $161 million |
| Individual clients | 154 |
| High-net-worth clients | 40 |
| Accounts managed | 558 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-130385) |
| Financial planning | Offered |
| Form ADV filed | May 12, 2026 |
| SEC record | CRD 282904 |