PD
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Financial Plan Fee:$2,000 - $5,000
Hourly Rate:$150/hr
PL Wealth Advisors charges fixed and/or hourly fees for consulting services. Fixed fees generally range from $2,000 to $5,000, depending on the services. The hourly fee is $150. They may receive a portion of the management fee charged by third-party managers, ranging from 0.50% to 1.50% annually.
Areas of Practice
Insurance PlanningCharitable GivingEstate PlanningTax PlanningRetirement PlanningHigh Net Worth
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Advisor Information
Office location
650 South 500 West, Suite 128, Salt Lake City, UT, 84101
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →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 · 10 yrs 11 mos
Previous Registrations
Prosperity Economics Partners, LLC
May 2018 - February 2021 · 2 yrs 9 mos
State Registrations5 states
FLILPATXUT
Advisor
Exams
No exam information available for this advisor.