Firm
Provident Living Financial Services
Lehi, Utah
Fee-only
Provident Living Financial Services 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 245 individual clients, 62 of them high net worth.
- Its average account is about $388,000 (assets it manages divided by its 408 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Lehi, Utah |
|---|---|
| Website | getprovident.com |
| Phone | (801) 753-5639 |
Provident Living Financial Services fees
Provident Living Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $158 million |
| Individual clients | 183 |
| High-net-worth clients | 62 |
| Accounts managed | 408 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-132694) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 282665 |