Advisor at Capital Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Wealth, LLC
Location
Lehi, UT 84043
Credentials
CFP®, Series 66
Industry experience
12 years
Brent Thompson is a CFP® professional with 12 years of industry experience. He has worked at Fidelity Investments for 10 years before joining Capital Wealth Advisors, LLC, where he is currently part of a four-advisor team. In addition to his advisory role, he spends significant time involved in fixed insurance sales through CWA Insurance Services, LLC. Capital Wealth serves individual and high-net-worth clients, managing approximately $57.5 million across about 248 client relationships. The firm provides portfolio management primarily through third-party money managers, comprehensive financial planning, and public educational workshops.
Based on Capital Wealth, LLC
Based on Capital Wealth, LLC
Financial planning fixed fees between $5,000 and $50,000; Estate planning flat fees $249-$2,499
$250,000+: 1.5% annually $0+: 0.75% annually (via The Pacific Financial Group program)
$250 per hour for consulting services
Account minimum: $250,000 Fee-only: Fixed fees for financial planning ranging from $5,000 to $50,000; Estate planning flat fees $249-$2,499; Hourly consulting rate $250/hour
1850 W. Ashton Blvd Suite 175
Lehi, UT 84043
Utah
Capital Wealth Advisors, LLC
2023 - Present (3 years)
fidelity Investments
2013 - 2023 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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