Firm
Sandlot Private Wealth
Orem, Utah
Fee-only
Sandlot Private Wealth at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 4 employees and 5 individual clients.
- Its average account is about $15,000 (assets it manages divided by its 21 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Orem, Utah |
|---|---|
| Website | sandlotwealth.com |
| Phone | (801) 428-7744 |
Sandlot Private Wealth fees
Sandlot Private 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 · Performance-based fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 5 |
| Accounts managed | 21 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-134313) |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 335925 |