Stonecreek Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$79,825,504
Clients
273
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
273
Very HighAverage account size
$292,401
About
Stonecreek Wealth Advisors provides retirement planning and investment advisory services to individual investors as well as institutional clients, including pension and profit‑sharing plans, charitable organizations, trusts, estates, and business entities. Its services include comprehensive portfolio analyses, retirement plan consulting, and the recommendation and ongoing monitoring of third‑party investment managers.
The firm operates under fiduciary standards and applies Modern Portfolio Theory, asset‑allocation software and historical performance modeling to develop investment policy statements and to run accumulation and distribution analyses that include projected (modeled) illustrations. A substantial portion of its advisory assets are managed on a non‑discretionary basis, while recommended third‑party managers handle trading, execution and custodial reconciliations under co‑adviser arrangements.
Compared with many independent peers, Stonecreek stands out for serving a relatively large client base per advisor and for producing periodic publications and a paid online subscription (Investor Minute and Quarterly Market Review) that it makes available at no cost to clients with assets under management. The firm also explicitly uses hypothetical performance projections in its planning deliverables and names two primary third‑party managers (AssetMark and Matson Money) as part of its model of combining in‑house financial advice with outsourced portfolio management and pension consulting.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Expertise
General retirement planning
Retirement income strategy
Fee options
Retirement planning fees: Full Retirement Plan $1,197; Accumulation and Distribution Analysis $747; Full Portfolio Analysis $997; Risk Assessment & Investment Policy Statement $697; Cost/Turnover Analysis $547; Style Drift Analysis/Standard Deviation $547; Investment Holding Analysis $547; Overlap Analysis $547; Social Security Analysis $697
$0 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $9,000,000: 0.75% $9,000,001 - $15,000,000: 0.50% $15,000,001+: 0.25%
Subscription service for newsletter and market updates $97/month; free for clients with assets under management
Fee-only: Retirement planning fixed fees ranging from $547 to $1,197; subscription service $97/month (free for clients with assets under management)
Main office location
Stonecreek Wealth Advisors
10421 South Jordan Gateway, Suite 600
South Jordan UT 84095, United States
Number of offices
2
Most active in
Stonecreek Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
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:
-
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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