Jennifer Steed is a registered investment advisor at Pl Wealth Advisors, LLC, based in Riverton, UT, with 1 years of industry experience. Jennifer 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
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
Location
Riverton, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pl Wealth Advisors, LLC
State Registrations1 state
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