Emotionally Invested
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$0
About
Emotionally Invested provides financial planning and counseling to individuals and, occasionally, small businesses and non-profits, serving a small number of clients. Services cover a range of planning topics—retirement accounts, estate basics, taxes, credit and debt—and are delivered through one-on-one or partner counseling, small-group sessions, workshops, and client-requested financial research.
The firm does not provide portfolio management, custody, or discretionary trading authority; it offers non-discretionary recommendations while clients execute transactions through their chosen custodians. Its planning analysis emphasizes client goals and tax implications, and the brochure notes a general preference for a passive, market-following investment stance for most clients.
Distinctive elements include a regular schedule of workshops and group counseling (an uncommon service among independent advisors) and a concentration of practice time—about half—on financial psychology and improving communication about money in romantic relationships. The firm’s principal holds an Accredited Financial Counselor (AFC) credential, which the brochure says precludes commission-based conflicts, and the firm does not use percentage-of-assets (AUM) fee arrangements, referring clients who want portfolio management to other advisors without receiving compensation.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Debt management
Home buying
Fee options
$50 to $150 per hour/session depending on service type: $50/hour for 1:1 counseling and research, $100/hour for small group counseling, $150 per workshop session.
Fee-only: $50 per hour for 1:1 and/or Partner Counseling and Financial Research; $100 per hour for Small Group Counseling (up to 10 people); $150 per session (60-90 minutes) for Workshops (10+ people). Additional $10 fee for services conducted at client's location beyond 30-minute drive from Lindon, Utah.
Main office location
Emotionally Invested
6376 W Skyline Dr
Highland UT 84003, United States
Number of offices
1
Most active in
Emotionally Invested 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 active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")