Firm
Tingey Financial Group
Salt Lake City, Utah
Fee-only
Tingey Financial Group at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFA.
- Its Form ADV reports 7 employees and 150 individual clients, 83 of them high net worth.
- Its average account is about $680,000 (assets it manages divided by its 378 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Salt Lake City, Utah |
|---|---|
| Phone | (801) 624-6850 |
Tingey Financial Group fees
Tingey Financial Group 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 · Hourly |
|---|---|
| Assets managed | $257 million |
| Individual clients | 67 |
| High-net-worth clients | 83 |
| Accounts managed | 378 |
| Employees | 7 |
| Planning clients | 0 |
| Registered with | The SEC (801-136459) |
| Financial planning | Offered |
| Form ADV filed | June 1, 2026 |
| SEC record | CRD 334198 |