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Patrick Donohoe

Pl Wealth Advisors, LLC
11 Years of Experience
Salt Lake City, UT
Sells Insurance
View SEC Summary
View SEC Summary

Patrick Donohoe is a registered investment advisor at Pl Wealth Advisors, LLC, based in Salt Lake City, UT, with 11 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 6 clients with $1.4M in assets under management.

Pl Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$1.4M

Fee Structure

Minimum Investment:None

PL Wealth Advisors offers ongoing consulting and support services upon completing its initial program. The firm structures its consulting engagements as fixed-fee packages ranging from $5,000 to $15,000 or $150 per hour.

  • Comprehensive Package — Includes 5 one-on-one meetings, comprehensive analysis, personalized wealth strategy, a 12-month action plan, and an annual review.
  • Elite Package — Includes all Comprehensive package features plus three personal and business development consultations.
  • Fixed-fee financial planning and consulting — $5,000 to $15,000 depending on the scope and complexity of services
  • Hourly consulting — $150 per hour for specific questions and ongoing reviews
Annual Retainer:$5,000 - $15,000/year
One-Time Plan:$5,000 - $15,000
Hourly Rate:$150/hr
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Location

650 South 500 West, Suite 128, Salt Lake City, UT, 84101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Patrick is the Chief Executive Officer of Paradigm Life, an insurance agency, since 2007. He dedicates nearly full-time hours to insurance sales.

Employment History
Current Registrations
Pl Wealth Advisors, LLC
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
Prosperity Economics Partners, LLC
May 2018 - February 2021 · 2 yrs 9 mos
State Registrations7 states
FLIDILNCPATXUT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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