Firm
PROFi - The Professional Financial Company
Orem, Utah
Fee-only
PROFi - The Professional Financial Company at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 7 employees and 255 individual clients, 71 of them high net worth.
- Its average account is about $428,000 (assets it manages divided by its 575 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Orem, Utah |
|---|---|
| Website | thepfc.com |
| Phone | (801) 701-2345 |
PROFi - The Professional Financial Company fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Cost: 1.5% Details First $800,000" source
"Our advisor services take a small percentage of the accounts we manage for you." 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 · Fixed fees |
|---|---|
| Assets managed | $246 million |
| Individual clients | 184 |
| High-net-worth clients | 71 |
| Accounts managed | 575 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-114491) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 286419 |