Balanced Wealth Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$10,000

“AND CONSULTING Balanced Wealth Partners charges a flat fee between $3,000 and $10,000 based on complexity and unique clients needs.”

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

How Balanced Wealth Partners LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the billing period.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Fees for financial planning and consulting are billed monthly in arrears.”

How Balanced Wealth Partners LLC’s fees compare

• Its flat or project fee of $3,000-$10,000 spans the Colorado median of $5,250. 66% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 7 of the 11 other planners in Fort Collins that publish a flat or project fee charge less.

About Balanced Wealth Partners LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

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

1% a year

Clients

43

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$19,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334701

Phone

(970) 851-8800

Other planners in Fort Collins that publish fees

• Acorn Creek Capital LLCFort Collins$100⁠-⁠$350/hr, $1,000⁠-⁠$50,000
• Better Pockets FinancialFort Collins$250/hr, $500⁠-⁠$15,000
• Capstone Pacific Investment StrategiesFort Collins$250/hr, $500⁠-⁠$6,000
• FpfocoFort Collins$3,000, $625/mo
• Fruitage Financial LLCFort Collins$300/hr, $500⁠-⁠$5,000/qtr
• Guidepost Financial Planning, LLCFort Collins$245/hr, $500

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