Firm
Palisade Wealth
Draper, Utah
Fee-only
Palisade Wealth at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 141 individual clients, 45 of them high net worth.
- Its average account is about $945,000 (assets it manages divided by its 141 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Draper, Utah |
|---|---|
| Website | palisadeadvisor.com |
| Phone | (650) 387-3808 |
Palisade Wealth fees
Palisade Wealth 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 |
|---|---|
| Assets managed | $133 million |
| Individual clients | 96 |
| High-net-worth clients | 45 |
| Accounts managed | 141 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-131649) |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 147725 |