Firm
Platform Wealth Advisors
Holladay, Utah
Fee-only
Platform Wealth Advisors at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 10 advisors are listed here; 4 of 10 hold the CFP.
- Its Form ADV reports 17 employees and 256 individual clients, 78 of them high net worth.
- Its average account is about $656,000 (assets it manages divided by its 776 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Holladay, Utah |
|---|---|
| Website | platformadvise.com/pwa-team |
| Phone | (385) 243-0553 |
Platform Wealth Advisors fees
Platform Wealth Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $509 million |
| Individual clients | 178 |
| High-net-worth clients | 78 |
| Accounts managed | 776 |
| Employees | 17 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-129811) |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 329313 |