PL Wealth Advisors is a registered investment adviser based in Salt Lake City, Utah, that provides financial planning and consulting services to individuals and high-net-worth individuals. The firm focuses on comprehensive financial strategies through its Wealth Standard Pathway program, which covers business planning, insurance, cash flow, charitable giving, estate planning, tax planning, budgeting, and retirement planning. PL Wealth Advisors does not directly manage client portfolios, make trades, or take investment discretion. Instead, the firm helps clients develop financial strategies and can refer clients to third-party money managers or automated platforms like Betterment for investment management. PL Wealth Advisors charges fixed and hourly fees for its consulting services. Certain associated persons may also recommend insurance products through an affiliated insurance agency, creating a potential conflict of interest.
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