Berenz Wealth Management, LLC fees and pricing

Financial planner in Littleton, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 26, 2026, Berenz Wealth Management, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “FINANCIAL CONSULTING BWM offers financial education and retirement planning services for a negotiable hourly fee of $200.”

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

“Advisory fees will be deducted directly from the clients’ account or Client may elect to receive an invoice from BWM to pay fees, payment in full is required within 10 days of receipt of invoice.”

Its hourly rate of $200 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
3 of the 8 other planners in Littleton that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 136
Employees: 3
Works with: Individuals, high net worth individuals, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $54,311,595
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 168826
Website: berenztax.com (opens in new tab)
Phone: (303) 734-7123

Is something on this page wrong or out of date?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.