Overview
Assets Under Management: $109 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 40
Average Client Assets: $2.3 million
Frequently Asked Questions
FIVE SEASONS FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130766), FIVE SEASONS FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
FIVE SEASONS FINANCIAL PLANNING LLC is headquartered in SALT LAKE CITY, UT.
FIVE SEASONS FINANCIAL PLANNING LLC serves 40 high-net-worth clients according to their SEC filing dated August 25, 2025. View client details ↓
According to their SEC Form ADV, FIVE SEASONS FINANCIAL PLANNING LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FIVE SEASONS FINANCIAL PLANNING LLC manages $109 million in client assets according to their SEC filing dated August 25, 2025.
According to their SEC Form ADV, FIVE SEASONS FINANCIAL PLANNING LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.71%
Average Client Assets: $2.3 million
Total Client Accounts: 225
Discretionary Accounts: 225
Regulatory Filings
CRD Number: 130766
Filing ID: 2009996
Last Filing Date: 2025-08-25 17:59:00