Firm
Olympus Peaks Financial
Sandy, Utah
Fee-only
Olympus Peaks Financial 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 163 individual clients, 82 of them high net worth.
- Its average account is about $365,000 (assets it manages divided by its 388 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Sandy, Utah |
|---|---|
| Website | olympuspeaks.com |
| [email protected] | |
| Phone | (801) 566-3510 |
Olympus Peaks Financial fees
Olympus Peaks Financial 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 | $141 million |
| Individual clients | 81 |
| High-net-worth clients | 82 |
| Accounts managed | 388 |
| Employees | 1 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-134885) |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 283040 |