Fee-only adviser · Lehi, UT
Gajardo Wealth Management LLC
Gajardo Wealth Management LLC is a fee-only investment adviser registered with the securities regulators of Nevada, Utah, with its main office in Lehi, Utah. On its latest Form ADV, filed June 4, 2026, it reports $7.2M in regulatory assets under management, 28 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: Nevada, Utah |
|---|---|
| Firm CRD number | 330711 |
| Office | 2901 W. Bluegrass Blvd Suite 200-504 Lehi, UT 84048 |
| Phone | (801) 391-5176 |
| Website | www.gajardowealth.com |
| Regulatory assets under management | $7.2M |
| Individual clients | 24 non-high-net-worth, 4 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 4, 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 Lehi
- Decker Retirement Planning Inc. $360M
- Tanara Wealth Management LLC $1.1B
- Provident Living Financial Services $158M
- Solidarity Wealth, LLC $704M
- R.o.i. $97M
- Switchpoint Financial Planning LLC $367M
See all 11 fee-only advisers in Lehi →
Nearby
- Draper 5 firms
- Bluffdale 1 firm
- Lindon 1 firm
- Alpine 2 firms
- Pleasant Grove 1 firm
- South Jordan 5 firms
- American Fork 1 firm
- Highland 1 firm
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