Money Illustrated Advisory Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,513,977
Total clients
16
25% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$282,124
About
Money Illustrated Advisory Services works with individual clients, including high‑net‑worth individuals, to provide fee‑only investment management and both ongoing and project‑based financial planning. The firm also offers a paid divorce financial analysis service and advises on a range of holdings including stocks, bonds, mutual funds, ETFs, municipal securities, cash equivalents, and digital assets.
Investment construction is grounded in Modern Portfolio Theory alongside a rules‑based momentum/tactical asset allocation model (informed by published research) implemented primarily with ETFs and rebalanced monthly; portfolios are customized to client goals and risk tolerance and the firm does not rely on third‑party model allocations. Accounts are typically managed on a discretionary basis, with the option to incorporate socially conscious screens and explicit guidance on digital assets, including recommendations about custody and concentration limits.
A few features distinguish the firm from many peers: its marketing uses endorsements and client testimonials, a practice that is uncommon among independent advisers; it provides a stand‑alone divorce financial analysis product; and it employs a tiered planning engagement structure that adjusts scope for complexities such as equity compensation, K‑1 income, rental property, or business income rather than using off‑the‑shelf planning packages. The firm also requires clients to custody accounts on its recommended platforms and emphasizes personalized, proprietary allocations rather than third‑party models.
Client services
Financial planning
Portfolio management
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Tax-loss harvesting
Social Security optimization
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Executive
Self-Employed
Demographic focus
Dual Income Family
Mid-Career Professionals
Fee options
Initial one-time financial planning fee up to $2,500; ongoing financial planning fees fixed monthly ($250 to $1,000/month).
0.75% annually, billed quarterly at 0.1875% of AUM in advance
$200 per hour for project-based financial planning
Account minimum: $25,000 to open or maintain an account under management, with possible reductions or waivers on a case-by-case basis Fee-only: Ongoing financial planning fees range from $250 to $1,000 per month ($3,000 to $12,000 per year) plus an initial one-time fee up to $2,500. Project-based financial planning charged at $200/hour.
Main office location
Money Illustrated Advisory Services
Bluffdale UT, United States
Number of offices
1
Most active in
Money Illustrated Advisory Services has reported serving >5 clients in these states in the last 12 months.
Texas · 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 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
Quick links
LinkedIn
Facebook
Instagram
Website
(801) 712-8080
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