Basilic fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$425/hr

“The hourly fee for these services is $425.”

Flat or project fee

Up to $5,000

“The fixed rate for creating client pension plans is between $0 and $5,000.”

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

How Basilic bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty or fee for a full refund of BAS's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty or fee for a full refund of BAS's fees within five business days of signing the Bitcoin Financial Services Contract.”

How Basilic’s fees compare

• Its hourly rate of $425 is above the Colorado median of $300. 87% of the 231 other Colorado planners that publish an hourly rate charge less.
• 36 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of up to $5,000 is below the Colorado median of $5,250. 18% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 9 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Basilic

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Insurance analysis
• 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

1.57% a year

Clients

9

Employees

1

Works with

Individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$1,845,446

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329731

Website

x.com/Basilic_LLC (opens in new tab)

Phone

(608) 438-6737

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
• Ask DollyDenver$50⁠-⁠$100/mo

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