Bolhan Wealth fees and pricing

Published fees

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

Flat or project fee

$2,500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $2,500 and $10,000.”

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

How Bolhan Wealth bills

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

• “Fixed fees that are collected in advance will be refunded based on the prorated amount of work completed at the point of termination.”
• “For accounts opened or terminated mid-quarter, advisory fees will be prorated based on the daily rate for the days the account was managed.”
• “For contracts terminated midquarter, clients will be responsible for paying the prorated advisory fee (earned but unpaid), which will be equal to the daily rate* times the number of days in the quarter up to and including the effective date of termination.”

How Bolhan Wealth’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the Colorado median of $5,250. 64% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 6 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.

About Bolhan Wealth

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2026.

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

Employees

2

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341227

Phone

(303) 727-1040

Other planners in Greenwood Village that publish fees

• Alpha Capital Family Office, LLCGreenwood Village$1,000⁠-⁠$300,000
• Dodds Wealth, LLCGreenwood Village$250/hr, $3,600⁠-⁠$25,000
• Downing Street Wealth Management LLCGreenwood Village$85/hr
• Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000⁠-⁠$20,000
• InclinevestGreenwood Village$400⁠-⁠$500/hr, $2,500⁠-⁠$12,000
• Marshall Investment Management, LLCGreenwood Village$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000

Compare all 29 planners in Greenwood Village