Ask Dolly fees and pricing
Financial planner in Denver, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Ask Dolly charges a monthly fee of $50-$100 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.
- Monthly fee
- $50-$100/mo
“Certified Financial Planner (CFP)® Access Clients wishing to ask more complicated or situation specific questions can elect to upgrade their service with Ask Dolly to include in-App messaging access to a registered CFP® for an increased subscription fee of between $50 to $100 monthly (a “CFP® Access Fee”).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ask Dolly bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All subscription fees are billed directly to clients’ credit cards through the platform sign up process.”
How Ask Dolly’s fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Ask Dolly
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Subscription fees
- Charges a % of assets
- No
- Clients
- 877
- Employees
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337843
- Phone
- (720) 432-6841
Can advise clients in 30 states: Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington
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
- 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
- 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Is something on this page wrong or out of date?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.