46 North Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

Up to $10,000

“Fixed fee rates range from $0 to $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 46 North Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the prior billing period.”
• “Fees are negotiable and will be deducted from the client account(s).”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How 46 North Financial’s fees compare

• Its flat or project fee of up to $10,000 spans the Colorado median of $5,250. 44% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 17 of the 39 other planners in Denver that publish a flat or project fee charge less.

About 46 North Financial

• Principal: Nicholas Weisert
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

64

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$60,417,450

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338325

Website

46northfinancial.com (opens in new tab)

Phone

(303) 335-9632

Other planners in Denver that publish fees

• Alpha Capital Management Group LLCDenver$500⁠-⁠$100,000, $500⁠-⁠$100,000/yr
• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo
• BasilicDenver$425/hr, Up to $5,000

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