Taxwise Wealth Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TaxWise Wealth Planning LLC provides investment management and a range of financial planning services to individuals, high‑net‑worth individuals, and business owners. Offerings include discretionary portfolio management, one‑time and hourly planning engagements, ongoing annual planning, and an integrated wealth management option that bundles investment management and ongoing planning.
The firm implements model asset allocations informed by publicly available research and published allocations from Vanguard and Dimensional Fund Advisors, and primarily uses passive mutual funds and ETFs to achieve target asset mixes. Portfolios are tailored to each client’s Investment Policy Statement with an emphasis on asset allocation, fund due diligence, and tax‑aware implementation and rebalancing conducted on a discretionary basis.
Notable distinctions include that the firm is newly formed and had no assets under management at the time of filing, and it operates alongside a separately organized bookkeeping and accounting business under common ownership — an affiliation with accounting services that is uncommon among independent advisers. The firm’s lead advisor holds professional planning and counseling credentials and maintains an insurance license for advisory purposes only; TaxWise also discloses blended and bundled fee arrangements and the tax considerations that can cause client portfolios to differ materially from its models.
Client services
Expertise
Occupation focus
Fee options
One-Time Financial Planning Fee project-based fixed fee: $1,000-$10,000 depending on engagement complexity
$0 - $500,000: 0.50% annually (Investment Management Services) $500,001 - $2,000,000: 0.40% annually (Investment Management Services) $2,000,001 - $5,000,000: 0.30% annually (Investment Management Services) $5,000,001 - $10,000,000: 0.25% annually (Investment Management Services) Above $10,000,001+: 0.20% annually (Investment Management Services) $0 - $500,000: 1.00% annually (Integrated Wealth Management Services) $500,001 - $2,000,000: 0.63% annually (Integrated Wealth Management Services) $2,000,001 - $5,000,000: 0.30% annually (Integrated Wealth Management Services) $5,000,001 - $10,000,000: 0.25% annually (Integrated Wealth Management Services) Above $10,000,001+: 0.20% annually (Integrated Wealth Management Services)
$250 per hour for Financial Planning Consulting
Annual Planning Fee ranging from $500 to $10,000 for ongoing financial planning
Account minimum: $3,000 minimum annual fee for Integrated Wealth Management Services (may be reduced or waived at firm's discretion); no other minimum account sizes for Investment Management or Financial Planning standalone services. Minimum fee: $3,000 minimum annual fee for Integrated Wealth Management Services (may be reduced or waived at firm's discretion) Fee-only: One-Time Financial Planning Fee ranging $1,000 - $10,000 depending on complexity; Annual Planning Fee ranging $500 - $10,000 depending on complexity; Financial Planning Consulting hourly fee of $250/hour.
Main office
240 N. East Promontory, Suite 200
Farmington UT 84025
Advisors at this office
1
Most active in
Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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