Alpine Crest Private Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$25,000⁠-⁠$150,000

“Fixed fee rates generally range from $25,000 to $150,000.”

Annual fee

$25,000⁠-⁠$150,000/yr

“Fees are paid quarterly in arrears and generally range from $25,000 to $150,000 per year.”

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

How Alpine Crest Private Wealth LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees are negotiable at the adviser’s discretion based on factors including asset size, complexity, and scope of services.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Alpine Crest Private Wealth LLC’s fees compare

• Its flat or project fee of $25,000-$150,000 is above the Colorado median of $5,250. 99% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 39 of the 39 other planners in Denver that publish a flat or project fee charge less.
• Its annual fee of $25,000-$150,000 is above the Colorado median of $7,750. 98% of the 57 other Colorado planners that publish an annual fee charge less.
• 17 of the 17 other planners in Denver that publish an annual fee charge less.

About Alpine Crest Private Wealth LLC

• Principal: James Elliott
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• 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

2% a year

Employees

1

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

SEC CRD number

342012

Website

alpinecrestwealth.com (opens in new tab)

Phone

(630) 995-1478

Other planners in Denver that publish fees

• 46 North FinancialDenverUp to $10,000
• Alpha Capital Management Group LLCDenver$500⁠-⁠$100,000, $500⁠-⁠$100,000/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

Compare all 101 planners in Denver