Alpine Asset Management fees and pricing
Financial planner in Zephyr Cove, Nevada. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Alpine Asset Management charges a flat or project fee of $2,000-$10,000 and a quarterly fee of $1,200-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$10,000
“The fixed fee for financial planning projects typically ranges between $2,000.00 and $10,000.00 and is based on complexity and time required to complete the project.”
- Quarterly fee
- $1,200-$2,000/qtr
“This fee is paid quarterly ($1,200 - $2,000 per quarter), in arrears, and clients may elect to pay the fee directly, or have it deducted from their investment accounts.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Alpine Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Half of the fee is due upon signing the advisory agreement, with the remainder due upon completion of work.”
- “We will not bill an amount above $500.00 more than 6 months in advance.”
How Alpine Asset Management’s fees compare
- Its flat or project fee of $2,000-$10,000 spans the Nevada median of $5,000. 62% of the 50 other Nevada planners that publish a flat or project fee charge less.
About Alpine Asset Management
“Early in your working life, the focus is usually on setting money aside to save for retirement.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®, EA, and CFA.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
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
- Clients
- 41
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $51,727,899
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 174703
- Phone
- (775) 339-8046
Can advise clients in 2 states: California, Nevada
Other planners in Zephyr Cove that publish fees
- Wealth in Yourself LLCZephyr Cove$250-$500/hr, $499
- Adaptive Wealth EngineeringLas Vegas$500/hr
- Advowealth Advisors, LLCReno$350/hr, $750-$10,000
- Alchemy Wealth ManagementReno$350/hr, $5,000-$15,000
- Aldrich Investment ManagementHenderson$200/hr, $1,500-$4,000
- Athena Wealth Management, LLCReno$500/hr, $1,000-$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.