Affinity Wealth Resources, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
3
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
3
Average account size
$0
About
Affinity Wealth Resources advises individual investors (including high-net-worth individuals) as well as corporations, trusts and estates, providing non-discretionary portfolio advisory services and individualized investment plans. The firm offers asset-allocation guidance, rebalancing recommendations, and tax-aware management for taxable accounts, with client reviews scheduled quarterly or annually per the client’s preference.
The firm’s investment approach is grounded in modern portfolio theory, relying primarily on fundamental analysis with limited technical-analysis supplementation to identify asset classes, efficient ETFs and appropriate portfolio mixes. Advisors provide recommendations and implementation guidance but do not take custody or discretionary trading authority; clients select from several self-directed brokerage options and execute trades themselves.
Notable distinctions include a paid monthly newsletter focused on speculative and small-cap opportunities (the "Small Cap Attack"), a separate free company newsletter, and occasional seminars and webcasts for educational purposes—services that are uncommon among peers. The firm also departs from the typical percentage-of-AUM model by relying on hourly and subscription billing and currently reports no assets under management or custody of client funds.
Client services
Expertise
Fee options
$80 per hour for investment advice, including prep work, consultation, and post consultation work
Fee-only: $80 per hour advisory fee; $10/month or $100/year subscription fee for The Small Cap Attack newsletter
Main office location
Affinity Wealth Resources, LLC
2719 Lemel Circle, #6
Salt Lake City UT 84115, United States
Number of offices
1
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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