Advisor at Provident Living Financial Services
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Ruth Barber is a financial advisor at Provident Living Financial Services in Lehi, UT, holding a Series 65 designation with over a decade of experience. She has been with Provident Living Financial Services since 2010 and is also involved with Welfie, LLC. Provident Living Financial Services provides discretionary portfolio management, financial planning, and group retirement plan investment management to individuals, trusts, estates, nonprofit organizations, and business clients. The firm combines fundamental, technical, and cyclical analysis with a multi-tiered advisory and financial wellness model that includes membership plans, concierge services, and employer-sponsored programs.
Based on Provident Living Financial Services
Based on Provident Living Financial Services
Based on Provident Living Financial Services
Estate planning support technology platform: $1,500 one-time plus $500 per subsequent document builder session; Cathedral Legacy & Wealth Stewardship services range from $5,000 to $20,000 per occurrence depending on phase and client status.
$0 - $10,000,000: 0.50% $10,000,001 - $100,000,000: 0.25% $100,000,001+: 0.125%
Standard hourly rate for financial wellness & advocacy services is $200 per hour.
Membership fees (financial wellness & advocacy): DIY $60/month, Journey $100/month, VIP $400/month, VIP+ requires $10 million AUM; surcharges and discounts apply.
Fee-only: Financial wellness & advocacy services billed at $200/hour, billed in 15 minute increments.
3450 N Triumph Blvd., Suite 102
Lehi, UT 84043
Utah
PROVIDENT LIVING FINANCIAL SERVICES, Inc.
2026 - Present (1 year)
Welfie, LLC
2022 - Present (4 years)
PROVIDENT LIVING FINANCIAL SERVICES, Inc.
2010 - Present (16 years)
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