Bason Asset Management fees and pricing
Financial planner in Lakewood, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 20, 2026, Bason Asset Management charges a flat or project fee of $3,000-$4,000, a quarterly fee of $1,450, and an annual fee of $5,800 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$4,000
“A typical project engagement fee is $3,000 - $4,000 and is billed in arrears not less frequently than quarterly.”
- Quarterly fee
- $1,450/qtr
“Fees for services provided under 4 Bason’s Asset Management Agreement currently include an initial flat fee for initial portfolio design and set-up that ranges from $1,500 and $3,000 depending upon the scope and complexity of the services required and an ongoing annual fee of $5,800 per client or $1,450 per quarter.”
- Annual fee
- $5,800/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bason Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Unless waived, the flat fee for initial portfolio design and set-up is due at the time Bason provides the client with the initial planning recommendations, and such fee is payable by check or ACH.”
- “Ongoing annual fees for services provided under Bason’s Asset Management Agreement are paid quarterly in advance, and should a client terminate the relationship with Bason, the unearned portion of the retainer fee will be refunded.”
- “Clients terminating their contract with Bason within the first five days are entitled to a full refund.”
How Bason Asset Management’s fees compare
- Its flat or project fee of $3,000-$4,000 is below the Colorado median of $5,250. 35% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 3 of the 5 other planners in Lakewood that publish a flat or project fee charge less.
- Its annual fee of $5,800 is below the Colorado median of $7,750. 35% of the 57 other Colorado planners that publish an annual fee charge less.
- None of the 2 other planners in Lakewood that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Bason Asset Management
- Firm size: 2 employees.
- Founded: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Insurance analysis
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 135
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $848,804,132
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165450
- Phone
- (720) 446-8555
Can advise clients in 7 states: California, Colorado, Missouri, North Carolina, Nebraska, Texas, West Virginia
Other planners in Lakewood that publish fees
- Alignpoint WealthLakewood$10,000-$40,000/yr
- Financial Security Management, IncLakewood$400/hr
- Hinds Financial Group IncLakewood$150/hr, $1,000
- Innovative Financial, LLCLakewoodUp to $5,000, $1,000-$10,000/qtr
- Ironfjord Wealth ManagementLakewood$1,000-$18,000, $8,000-$40,000/yr
- Kindred Financial LLCLakewood$500-$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.