Altius Financial, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$10,000

“Fixed fees shall not exceed $10,000.”

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

How Altius Financial, Inc. bills

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

• “The fees are generally applied to the account asset value on a pro-rated basis, billed quarterly in advance.”
• “In this case, the payment is due upon receipt of the invoice.”
• “If the work is not completed in such a time, we will refund your fee on a pro-rated basis.”

How Altius Financial, Inc.’s fees compare

• Its flat or project fee of $10,000 is above the Colorado median of $5,250. 78% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 27 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Altius Financial, Inc.

• Firm size: 3 employees.
• Founded: 1999 (27 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

Highest asset based fee in brochure

2% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

152

Employees

3

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$212,179,837

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

113268

Website

twitter.com/altiusmike (opens in new tab)

Phone

(303) 584-9271

Can advise clients in 2 states: Colorado, Texas

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• Ask DollyDenver$50⁠-⁠$100/mo
• BasilicDenver$425/hr, Up to $5,000

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