Alpha Capital Management Group LLC fees and pricing
Financial planner in Denver, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Alpha Capital Management Group LLC charges a flat or project fee of $500-$100,000 and an annual fee of $500-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$100,000
“Fixed fees range from $500 to $100,000.”
- Annual fee
- $500-$100,000/yr
“Our annual fixed fees range from $500 to $100,000, depending on the level of engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alpha Capital Management Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The advisory fees are applied to the account asset value on a pro-rata basis and billed on a three-month billing cycle in advance, as indicated in your Investment Management Agreement.”
- “The advisory fees in a Wrap program are applied to the account asset value on a pro-rata basis and billed on a three-month billing cycle in arrears, as indicated in your Investment Management Agreement.”
- “At our discretion, you may have the option to pay the advisory fees by check or credit card.”
How Alpha Capital Management Group LLC’s fees compare
- Its flat or project fee of $500-$100,000 spans the Colorado median of $5,250. 99% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 38 of the 39 other planners in Denver that publish a flat or project fee charge less.
- Its annual fee of $500-$100,000 spans the Colorado median of $7,750. 96% of the 57 other Colorado planners that publish an annual fee charge less.
- 16 of the 17 other planners in Denver that publish an annual fee charge less.
About Alpha Capital Management Group LLC
“We provide investment advice to individuals, high-net-worth individuals, estates, trusts, and small and medium-sized businesses with employer-sponsored retirement plans.”
- Firm size: 3 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.08% a year
- Clients
- 85
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $734,390,429
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283624
- Phone
- (303) 900-1919
Can advise clients in 24 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Maryland, Michigan, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
- BasilicDenver$425/hr, Up to $5,000
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.