Albility Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,344,572
Total clients
77
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
77
Average account size
$160,319
About
Albility Planning provides investment management and a range of financial planning services to individuals and families regardless of asset size; the firm reports approximately $12.3 million in assets under management across about 77 client households. Its service menu includes discretionary and non‑discretionary portfolio management, comprehensive ongoing financial planning with a defined service calendar, hourly and personal coaching, and group coaching for special‑needs households, plus seminars and workshops.
The firm’s investment approach is primarily passive and grounded in modern portfolio theory, with supplemental fundamental and technical analysis and periodic rebalancing; it generally prefers discretionary authority for portfolio decisions. For planning engagements Albility Planning follows a two‑step model (foundational roadmap followed by ongoing planning), schedules regular trimester reviews, and delivers written or electronic financial plans with ongoing monitoring.
Noteworthy for an independent, solo advisor, the firm operates an educational outreach program (seminars and workshops) and a structured special‑needs group coaching offering—both services that are less common among peers. The firm’s principal also maintains an affiliated insurance agency (about 10% of his time) and may offer insurance products for separate commission compensation; this relationship and the resulting conflict of interest are disclosed in the brochure and clients retain the option to obtain insurance elsewhere.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Planning for children with special needs
General retirement planning
Cash flow / budgeting
Income planning
Fee options
Step 1 Foundational Roadmap fee: $3,500 total ($500 up-front, $3,000 prorated monthly)
$0 - $1,000,000: 1% annually $1,000,001+: Maximum annual fee of $10,800
Hourly planning billed at $200/hour, negotiable
Minimum fee: Minimum annual fee of $6,000 for Ongoing Planning and Wealth Management Fee-only: Hourly planning at $200/hour, negotiable; Personal coaching up to $750 total; Special needs group coaching $50-$1,200 total
Main office location
Albility Planning
Mapleton UT, United States
Number of offices
1
Most active in
Albility Planning has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
801-557-8717
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