Money Illustrated Advisory Services
Bluffdale, Utah
Money Illustrated Advisory Services 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 16 individual clients, 4 of them high net worth.
- Its average account is about $82,000 (assets it manages divided by its 55 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Bluffdale, Utah |
|---|---|
| Website | money-illustrated.com |
| [email protected] | |
| Phone | (801) 609-4567 |
Questions about Money Illustrated Advisory Services
How much does Money Illustrated Advisory Services charge?
Money Illustrated Advisory Services publishes these prices: ongoing planning: from $4,000 a year; one-time plan: from $375; hourly: $250 an hour; asset-based fee: 0.75% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Money Illustrated Advisory Services paid?
Money Illustrated Advisory Services's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Money Illustrated Advisory Services have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Money Illustrated Advisory Services.
What is the average account at Money Illustrated Advisory Services?
Money Illustrated Advisory Services's average account is about $82,000. That's the assets on its Form ADV divided by its 55 accounts.
What does Money Illustrated Advisory Services specialize in?
Money Illustrated Advisory Services's advisors and website list flat-fee planning, divorce financial planning, small business owners and student loans.
Is Money Illustrated Advisory Services accepting new clients?
Yes, according to Money Illustrated Advisory Services's website, checked October 28, 2026.
Money Illustrated Advisory Services 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.
| Ongoing planning | From $4,000 a year |
|---|---|
| One-time plan | From $375 |
| Hourly | $250 an hour |
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Flat fee · Ongoing planning fee · Hourly · Percentage of assets · One-time plans or projects |
In the firm's words
"Fees start at $4,000 a year for an individual and $5,500 a year for a couple." source
"a 90-minute Clarity Session is available for $375." source
"Hourly services are available for limited engagements at $250 an hour." source
"Assets under management are billed at 0.75% annually." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 12 |
| High-net-worth clients | 4 |
| Accounts managed | 55 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 331596 |
Advisors at this firm (1)
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