Fee Research

What Do Financial Advisors Cost in Utah?

2026 data · 234 firms · 914 advisors · SEC Form ADV filings
01

Market Overview

Total Advisors
914
In Utah
Total Firms
234
Registered firms
Comp. Types Reported
25
Distinct compensation types
02

Compensation Type Breakdown

How firms in Utah charge for their services, based on Form ADV disclosures.

Percentage of AUM179 firms · 41%
Subscription fees96 firms · 22%
Hourly charges72 firms · 17%
Performance-based fees56 firms · 13%
Fixed fees5 firms · 1%
Commissions4 firms · 1%
Other: REFERRAL FEES2 firms · 0%
Other: MONITORING FEE & TRANSACTION FEE1 firms · 0%
Other: % OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT1 firms · 0%
Other: % OF PLAN ASSETS; SHARES IN FEES PAID TO THIRD-PARTY ADVISERS1 firms · 0%
Other: ORIGINATION FEE1 firms · 0%
Other: OTHER FEES RECEIVED FROM PORTFOLIO COMPANIES1 firms · 0%
Other: PORTFOLIO COMPANY FEES1 firms · 0%
Other: REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS, WORKSHOPS / SEMIN1 firms · 0%
Other: SEE SCHEDULE D - MISCELLANEOUS1 firms · 0%
Other: SHARE IN ETF PROFITS AFTER EXPENSES1 firms · 0%
Other: SHARE IN THE FEE CHARGED BY THE SUB ADVISER1 firms · 0%
Other: SOLICITOR FEES1 firms · 0%
Other: SUB-ADVISORY FEES1 firms · 0%
Other: THIRD PARTY ADVISER/MANAGER FEES1 firms · 0%
Other: THIRD PARTY ADVISORY FEES1 firms · 0%
Other: INSTITUTIONAL CLIENTS PRICED ON CASE-BY-CASE BASIS1 firms · 0%
Other: CO-ADVISOR FEES1 firms · 0%
Other: MINIMUM MONTHLY FEE1 firms · 0%
Other: CARRIED INTEREST1 firms · 0%
03

Utah vs. National

Utah Advisors
914
234 firms
National Total
113,827
27,306 firms
View full national fee analysis →

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