Fee-only adviser · Provo, UT
Chugg Wealth Strategies, LLC
Chugg Wealth Strategies, LLC is a fee-only investment adviser registered with the securities regulators of California, Utah, with its main office in Provo, Utah. On its latest Form ADV, filed February 10, 2026, it reports $28M in regulatory assets under management, 24 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California, Utah |
|---|---|
| Firm CRD number | 284215 |
| Office | 180 N. University Ave Suite 270 Provo, UT 84601 |
| Phone | (949) 892-0826 |
| Website | www.chuggws.com |
| Regulatory assets under management | $28M |
| Individual clients | 15 non-high-net-worth, 9 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Provo
- Portside Wealth Group, LLC $1.4B
- The Norden Group LLC $2.0B
- Paragon Wealth Management $153M
- Retirement Advice LLC $26M
- Sunset Retirement Advisors LLC $3.5M
- Joseph M. Larsen, C.p.a., P.C. $2.2M
See all 10 fee-only advisers in Provo →
Nearby
- Orem 6 firms
- Lindon 1 firm
- Pleasant Grove 1 firm
- American Fork 1 firm
- Highland 1 firm
- Alpine 2 firms
- Spanish Fork 1 firm
- Lehi 11 firms
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