Ashworth Wealth, LLC offers comprehensive wealth management, financial planning, and retirement plan consulting to individuals, high-net-worth individuals, and retirement plans. Founded in 2008 and based in South Jordan, Utah, the registered investment advisor coordinates investment strategies by referring clients to third-party money managers who handle portfolio trading and asset allocation using stocks, bonds, exchange-traded funds, and mutual funds. Ashworth Wealth focuses on understanding each client's financial situation, goals, and risk tolerance, while also providing standalone financial planning—covering cash flow, taxes, retirement, insurance, and estate reviews—on a flat-fee or hourly basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.00%, with the registered investment advisor's portion capped at 1.25%. Fees are negotiable.