How Much Does a Financial Planner Cost in Lehi?

How Much Does a Financial Planner Cost in Lehi?

If you're thinking about hiring a financial advisor, one of your first questions is likely: “How much is this going to cost me?” That’s a smart question—and one that deserves a clear answer.

Unfortunately, many advisory firms make it hard to get a straight one.

At ROI Wealth Management, we believe cost transparency is essential to trust. So let’s break it down.

Understanding Different Pricing Models

Not all financial planners charge the same way. In Lehi—and throughout Utah—you’ll typically encounter three models:

1. Commission-Based Advisors These advisors earn their income by selling you investment products, insurance, or annuities. While they may appear to charge nothing up front, they often receive kickbacks or hidden fees from the companies they represent. This model creates potential conflicts of interest, as their income depends on what they sell you—not what’s best for you.

2. Fee-Based Advisors This hybrid model can be confusing. These advisors charge fees for advice but may also earn commissions on product sales. Always ask for full disclosure before engaging with a fee-based advisor.

3. Fee-Only Fiduciary Advisors (Like Us) Fee-only advisors are paid only by their clients—never by investment or insurance companies. This helps eliminate conflicts of interest and ensures their advice is 100% aligned with your goals.

At ROI, we charge a small percentage of the portfolio we actively manage. That means we’re incentivized to grow and protect your wealth—because we only do better when you do better.

Why Fee-Only Makes Sense

When you're trusting someone with your retirement, wealth, and long-term financial future, objectivity matters. Being a fee-only fiduciary means:

• No hidden fees

• No sales pressure

• No commissions

• Just expert advice that puts your interests first

We are also CERTIFIED FINANCIAL PLANNER™ professionals and proud members of NAPFA—the leading association of fee-only fiduciary advisors.

Want to Know If We’re a Fit?

We offer a Free Portfolio Review + Retirement Roadmap Meeting—no pressure, no obligation.

You’ll walk away with:

• A clear analysis of your current portfolio

• Expert insights into how to reduce fees, taxes, and risk

• A personalized plan to grow your wealth and retire with clarity

Schedule your free consultation today at www.roionweb.com.