Firm
Utopia Wealth Management
Coconut Creek, Florida
Fee-only
Facts
| Based in | Coconut Creek, Florida |
|---|---|
| Website | utopiawealth.com |
| Phone | (754) 264-4778 |
Utopia Wealth Management fees
Utopia Wealth Management 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 | $261 million |
| Individual clients | 19 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 300266 |