Advanced Wealth Advice fees
Financial planner in Monument, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Advanced Wealth Advice (Monument, CO) charges a flat or project fee of $1,000-$10,000 for financial planning.
- Website: advancedwealthadvice.com (opens in new tab)
- Call (719) 425-9770
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change.
- Flat or project fee
- $1,000-
$10,000 Runs from below the Colorado median of $5,500 to above it.
“Fixed fee rates are negotiable based on complexity, and range between $1,000 to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Advanced Wealth Advice bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “This service is not an ongoing engagement, thus upon delivery of the written recommendations and receipt of all fees as stated in the agreement, the Advisory Contract will automatically be terminated.”
- “Financial Planning Fees are paid via check or EFT according to the schedule in the Financial Planning Agreement.”
About Advanced Wealth Advice
- Principal: Ronald Bristol
- Founded: 2025.
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, state and local governments, other investment advisers, insurance companies, sovereign wealth funds, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 7, 2026
- CRD number
- 340145 (opens in new tab)
- Phone
- (719) 425-9770
More planners in Colorado that publish fees
- Lybis InvestingBroomfieldHourly $100-$300/hr, Flat $1,000-$10,000
- Rigden Capital StrategiesEnglewoodHourly $300/hr, Flat $1,500-$5,000
- Next Chapter Financial, LLCDenverHourly $175/hr, Monthly $50-$400/mo
- Agile Wealth LLCLittletonHourly $285/hr, Monthly $249-$2,500/mo
- Salida Financial Advice and PlanningSalidaFlat $4,000-$15,000
- Peak Asset Management, LLCLouisvilleFlat $2,500-$10,000
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.