Pomegranate Financial LLC
Springville, Utah
Pomegranate Financial LLC 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 35 individual clients, 2 of them high net worth.
- Its average account is about $229,000 (assets it manages divided by its 36 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Springville, Utah |
|---|---|
| Website | pomegranatefinancial.com |
| [email protected] | |
| Phone | (776) 692-3718 |
Questions about Pomegranate Financial LLC
How much does Pomegranate Financial LLC charge?
Pomegranate Financial LLC publishes these prices: ongoing planning: from $1,800 a year; asset-based fee: 0.1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Pomegranate Financial LLC have an account minimum?
No. Pomegranate Financial LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Pomegranate Financial LLC paid?
Pomegranate Financial LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Pomegranate Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Pomegranate Financial LLC.
What is the average account at Pomegranate Financial LLC?
Pomegranate Financial LLC's average account is about $229,000. That's the assets on its Form ADV divided by its 36 accounts.
What does Pomegranate Financial LLC specialize in?
Pomegranate Financial LLC's advisors and website list tax planning.
Is Pomegranate Financial LLC accepting new clients?
Yes, according to Pomegranate Financial LLC's website, checked October 28, 2026.
Pomegranate Financial LLC 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 $1,800 a year |
|---|---|
| Asset-based fee | 0.1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$150/Month ($1,800 annual contract)" source
"Pomegranate Financial Fee 0.10%**" source
"without commissions, minimums, or pressure" 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 | $8 million |
| Individual clients | 33 |
| High-net-worth clients | 2 |
| Accounts managed | 36 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 308992 |
Advisors at this firm (1)
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