Aberle Investment Management LLC fees and pricing
Financial planner in Eagle, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Aberle Investment Management LLC charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly financial coaching and planning beyond our foundational solutions is available at a rate not to exceed $300/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Aberle Investment Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Assets deposited after the start of the quarterly billing cycle will be billed pro-rata based on the number of days remaining in the quarter.”
- “The fee will be prorated for any partial quarter if applicable.”
- “The management fee will be prorated to the date of termination for the quarter in which the cancellation notice was given and billed to client account(s).”
How Aberle Investment Management LLC’s fees compare
- Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
About Aberle Investment Management LLC
“Aberle Investment Management LLC, hereinafter ("the Advisor", "Aberle", "we"), is an Eagle, Colorado-based independent wealth advisor that provides financial and investment advice on a fee-only basis to private investors.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 67
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $77,151,354
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 286421
- Phone
- (970) 432-7040
Can advise clients in 5 states: California, Colorado, Illinois, Louisiana, Texas
Other planners in Eagle that publish fees
- Elevate Capital AdvisorsEagle$300/hr
- 46 North FinancialDenverUp to $10,000
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Ace Wealth Partners, LLCWestminster$200/hr, $1,500-$2,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.