Austec Wealth Management, LLC fees and pricing
Financial planner in Stratton, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Austec Wealth Management, LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Fees charged for non-clients are charged on an hourly rate of $150/hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Austec Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These services will be billed on either a fixed fee basis or hourly fee basis at the prevailing rates.”
- “Only at the sole discretion of AustecWM are fees negotiable.”
- “How Fees Are Charged by Austec WM Clients may choose whether to be billed for investment management fees or to have fees deducted from a designated client account.”
How Austec Wealth Management, LLC’s fees compare
- Its hourly rate of $150 is below the Colorado median of $300. 3% of the 231 other Colorado planners that publish an hourly rate charge less.
About Austec Wealth Management, LLC
“AustecWM provides financial planning services and portfolio management to individuals (business owners, retiree’s, and executives) and business entities.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Business owners
- 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
- 1.1% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $2,853,006
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173741
- Phone
- (720) 519-6073
Other planners in Colorado that publish fees
- 46 North FinancialDenverUp to $10,000
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Aberle Investment Management LLCEagle$300/hr
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Ace Wealth Partners, LLCWestminster$200/hr, $1,500-$2,500
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.