Ace Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly rate is $200.”

Flat or project fee

$1,500⁠-⁠$2,500

“Fixed fees range from $1,500 to $2,500, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

Monthly fee

$30⁠-⁠$70/mo

“ACE also offers ongoing financial planning services for a monthly fee ranging from $30 to $70, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

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

How Ace Wealth Partners, LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor, based on the Client’s aggregate assets under management with the Advisor and nature and complexity of the relationship.”
• “Fees are negotiable at the sole discretion of the Advisor, based on the aggregate assets under management, and nature and complexity of the plan.”
• “Ongoing financial planning fees are charged to the Client’s credit card each month, starting on the date of the executed agreement.”

How Ace Wealth Partners, LLC’s fees compare

• Its hourly rate of $200 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$2,500 is below the Colorado median of $5,250. 14% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Ace Wealth Partners, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2010 (16 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

1.25% a year

Clients

68

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$79,059,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153595

Website

acewealthpartners.com (opens in new tab)

Phone

(303) 263-3235

Other planners in Westminster that publish fees

• Von Reckers Wealth Management, Corp.Westminster$1,000⁠-⁠$5,000
• 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
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000

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