Amicus Settlement Planners: Detailed Company Information & Corporate Profile
Summary
Amicus Settlement Planners, headquartered in Lehi, Utah, specializes in finance solutions that include settlement planning, structured settlements, trusts, qualified settlement funds, managed portfolio solutions, investment management, annuities, comprehensive planning, income tax planning, attorney fee deferrals, deferred compensation plans, special needs trusts, settlement trusts and asset management.
With a team of 10 to 50 professionals generating between $1 and $10 million in revenue, the firm blends legal expertise with financial strategy. The leadership core consists of CPA Bryce Maxwell, Founding Sales Executive Logan Smith—Director of Attorney Tax Planning, partners Daniel and Greg Maxwell who are settlement planning attorneys, Client Services Manager Danielle Whitlock, Digital Marketing Specialist Angelica, Client Success Associate Vince Mullot, and Automation Specialist Janus Jarapa.
| Amicus Settlement Planners Website | amicusplanners.com |
| Social Links |   |
| Phone Number | 801-683-7362 |
| Industries | |
| Amicus Settlement Planners Headquarters Address | 2975 W Executive Pkwy, Lehi, Utah, 84043 US |
| Company Size | 10-50 employees |
| Specialities & Services | Settlement Planning, Structured Settlements, Trusts, Qualified Settlement Funds, Managed Portfolio Solutions, Investment Management, Annuities, Comprehensive Planning, Income Tax Planning, Attorney Fee Deferrals, Deferred Compensation Plans, Special Needs Trusts, Settlement Trusts, Asset Management |
| Technologies | jQuery, Cloudflare, HubSpot CMS, PHP, WordPress, Flask, Spring, Magento, Chakra UI, Laravel |
| Estimated Annual Revenue | $1 - 10M |
| Updated: | 2026-10-23 |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 2012 | Partnership | 10-50 | |
| 2017 | Privately Held | 1-10 |
Estimated Website Traffic
The chart shows a decline in traffic to the amicusplanners.com website. In September, traffic decreased to 2123, compared to 3061 in the previous month. The highest traffic in 2026 was recorded in February, reaching 10961 visits.
Workforce Turnover
Length of Employment
Amicus Settlement Planners's workforce includes employees across a wide range of tenure levels.
100% have been with the company for 5 to 7 years
Companies Similar to Amicus Settlement Planners
Amicus Settlement Planners Corporate Information: FAQ
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
