AG Alchemy fees
Financial planner in Littleton, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 22, 2026, AG Alchemy (Littleton, CO) charges a flat or project fee of $2,000-$10,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 22, 2026. Fees can change.
- Flat or project fee
- $2,000-
$10,000 Runs from below the Colorado median of $5,500 to above it.
“The Advisor discloses that the Client may be able to obtain similar services from other services providers for a lower fee Financial Planning Services Ag ALCHEMY offers financial planning services for a fixed engagement fee ranging from $2,000 to $10,000 per engagement.”
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
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How AG Alchemy bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
- “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 22, 2026
- CRD number
- 343863 (opens in new tab)
- Phone
- (720) 740-4435
Other planners in Littleton that publish fees
- Seamless Financial PlanningLittletonFlat $500-$10,000
- Tonn Financial PlanningLittletonFlat $1,000-$10,000
- Schlanger FinancialLittletonAnnual $6,250-$10,000/yr
- Reflective FinancialLittletonHourly $300/hr, Flat $300-$24,000
- Agile Wealth LLCLittletonHourly $285/hr, Monthly $249-$2,500/mo
- O'Rourke FinancialLittletonHourly $150-$200/hr, Flat $600-$2,000
Is something on this page wrong or out of date?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.