Accelerated Wealth Advisors LLC fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Accelerated Wealth Advisors LLC charges $250-$500 an hour and a flat or project fee of $500-$7,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“An hourly fee of $250 - $500 per hour (depending on the investment adviser representative providing the service and the client’s individual circumstances) is charged by the Firm for financial planning services under this arrangement.”
- Flat or project fee
- $500-$7,000
“The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $7,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Accelerated Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the event of termination of the account, the client may be invoiced directly for the amount of fees for the days service was provided in the final quarter and payment is expected in a timely manner.”
- “The quarterly fee for indexed variable annuity investments will be one-fourth (1/4) of the total interim value as of the last day of the quarter, as reported to AWA by the Sponsor, divided by 365; calculated in arrears.”
- “Accounts opened or closed within a given quarter are charged a pro-rata share at the end of that quarter, based upon the number of days the account was open during the quarter divided by the number of days in the calendar year; calculated in arrears.”
How Accelerated Wealth Advisors LLC’s fees compare
- Its hourly rate of $250-$500 spans the Colorado median of $300. 77% of the 231 other Colorado planners that publish an hourly rate charge less.
- 15 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
- Its flat or project fee of $500-$7,000 spans the Colorado median of $5,250. 38% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 8 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.
About Accelerated Wealth Advisors LLC
- Firm size: 10 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 568
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles
- Assets managed
- $180,488,828
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 170022
- Phone
- (719) 466-5630
Can advise clients in 23 states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Georgia, Iowa, Idaho, Indiana, Kansas, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New Mexico, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Wisconsin
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
- Best Life Infinity, LLCColorado Springs$375/hr, $24,000/yr
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.