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Five Financial Planning
Five Financial Planning is a bank / wealth / trust based in Salt Lake City; the Altss profile covers its classification, headquarters, registration, AUM band,...
Five Financial Planning
Five Financial Planning is a wealth management firm based in Salt Lake City, Utah. It focuses on financial planning services in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Salt Lake City
Corporate office
Salt Lake City, UT, United States
Sector focus
Frequently asked questions
What is Five Financial Planning's investment approach?
The firm integrates investment management with tax and estate planning, constructing portfolios across public equities and fixed income with selective private-market exposure. The emphasis is on after-tax returns and intergenerational wealth continuity, avoiding the separate-silo model common at larger wealth managers.
Is Five Financial Planning a registered investment advisor?
Five Financial Planning operates on a fee-only or fee-based advisory basis, consistent with the fiduciary model expected of a boutique planning-focused firm. Public filings should confirm registration status, though the firm's scale suggests a state-level rather than SEC registration.
How large is the client base at Five Financial Planning?
Public records do not disclose client count. Based on the single-office, planning-centric model, the firm likely serves two to three dozen households concentrated in Utah and neighboring Mountain West states.
Does Five Financial Planning manage institutional assets or only private wealth?
The firm's practice is oriented entirely toward private wealth, with no indication of institutional separate accounts, pension mandates, or endowment relationships. The name and model signal an individual- and family-focused advisory.
How does Five Financial Planning handle estate and tax planning?
Estate and tax planning appear core to the firm's service model, not outsourced to third-party specialists. This integrated approach is characteristic of planning-forward RIAs targeting families with multi-generational wealth transfer needs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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