{"url":"https://nivawealth.com/firms/medicus-wealth-planning-282904","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/282904","regulatoryAum":160839869,"crd":"282904","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1619530","suffix":null,"lastName":"DURHAM","firstName":"MARK","middleName":"THOMAS"},{"crd":"6722703","suffix":null,"lastName":"Loose","firstName":"Dan","middleName":"W"},{"crd":"6185260","suffix":null,"lastName":"Michels","firstName":"Kevin","middleName":"Douglas"},{"crd":"6761899","suffix":null,"lastName":"Weston","firstName":"Brett","middleName":"David"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-05-03","regulatoryAum":100939574,"clients":178,"employees":4,"offices":3},{"filedOn":"2025-02-24","regulatoryAum":130277879,"clients":192,"employees":5,"offices":3},{"filedOn":"2026-05-12","regulatoryAum":160839869,"clients":196,"employees":5,"offices":3}],"secFileNumber":"801-130385","legalName":"Medicus 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negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022839","versionId":1022839,"submittedOn":"2026-03-20","documentName":"ADV PART 2A-MEDICUS WEALTH PLANNING"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:22:58.997124+00:00","documents":[{"name":"ADV PART 2A-MEDICUS WEALTH PLANNING","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1022839","versionId":1022839,"submittedOn":"2026-03-20"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":148116441}],"custodyNote":"Medicus Wealth Planning has custody of $53.4M for 89 clients.","otherCustodians":[],"leadership":[{"name":"Kevin Michels","title":"President & Chief Compliance Officer","crd":"6185260"}],"ownership":[{"label":"Kevin Michels","detail":"President & chief compliance officer in 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They include 154 individual clients, 40 high-net-worth individuals, and 2 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Medicus Wealth Planning offer?","answer":"Medicus Wealth Planning provides financial planning and portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Medicus Wealth Planning charge?","answer":"Medicus Wealth Planning charges 0.50%–1.50% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.","source":"ADV PART 2A-MEDICUS WEALTH PLANNING, filed 20 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Medicus Wealth Planning use?","answer":"Medicus Wealth Planning’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $148M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Medicus Wealth Planning have?","answer":"Medicus Wealth Planning has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Medicus Wealth Planning invest in?","answer":"At the end of its last fiscal year, Medicus Wealth Planning’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 5% investment grade corporate bonds, 3% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Medicus Wealth Planning?","answer":"Medicus Wealth Planning’s direct owner is Kevin Michels (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Medicus Wealth Planning get paid?","answer":"Medicus Wealth Planning is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Medicus Wealth Planning?","answer":"Medicus Wealth Planning’s main office is at 11681 S 700 E, Suite 200, Draper, UT 84020. Its phone number is 801-994-4777. Its website is medicuswealthplanning.com.","source":"Form ADV Part 1A, Item 1.F, filed 12 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}