Aeom Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The standard hourly fee, which is negotiable, is $250.”

Flat or project fee

$500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $500 and $10,000.”

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

How Aeom Investments, LLC bills

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

• “For contracts terminated mid-quarter, clients will be responsible for paying the prorated advisory fee (earned but unpaid), which will be equal to the daily rate* times the number of days in the quarter up to and including the effective date of termination.”
• “Clients may terminate the agreement without penalty for a full refund of AEOM's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”

How Aeom Investments, LLC’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• None of the 4 other planners in Lafayette that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Colorado median of $5,250. 50% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Lafayette that publish a flat or project fee charge less.

About Aeom Investments, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

1% a year

Clients

2

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$673,354

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331496

Phone

(303) 358-5169

Other planners in Lafayette that publish fees

• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Wealth IqLafayette$350/hr, $15,000
• Winding Trail Financial Planning, LLCLafayette$250⁠-⁠$600/hr
• Young Wealth PartnersLafayette$300/hr, $500

Compare all 5 planners in Lafayette