Affinity Wealth Resources, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Affinity Wealth Resources, LLC is a state-registered, fee-only independent advisory firm that provides tailored financial planning and non-discretionary investment advice to individuals, high‑net‑worth clients, corporations, trusts, and business entities. The firm operates as a solo practitioner and delivers advice on a limited-scope, engagement-by-engagement basis.
The firm’s approach centers on client-directed implementation: it reviews portfolio structure, asset allocation, retirement and investment planning, and makes recommendations that clients choose whether and how to implement, with account reviews commonly occurring every six to twelve months unless otherwise agreed. Billing is by direct invoice in arrears under an hourly arrangement, and the firm does not charge performance-based fees, accept commissions, or deduct fees from client custodial accounts.
Distinctive aspects include a very small client roster (three clients) and the absence of percentage‑of‑assets fees, which contrasts with most independent peers that charge AUM-based fees; the brochure also notes that references to a prior newsletter service (“Small Cap Attack”) were removed and that the firm currently does not maintain periodicals, seminars, or similar ongoing publications. The firm discloses an outside business interest in an automotive products company held by the principal that the brochure states occupies substantial weekly time, which the firm says will not be used to solicit advisory clients.
Client services
Expertise
Fee options
$80 per hour
Fee-only: Hourly fee of $80 per hour for financial planning and investment advisory services.
Main office
955 West 14730 South, #603
Bluffdale UT 84065
Advisors at this office
1
Most active in
Utah
Also doing business as
Affinity Capital Resources · Affinity Wealth Resources, LLC · Crawley, Josh
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
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