Bootpack Wealth Management fees
Financial planner in Jackson, Wyoming. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 20, 2026, Bootpack Wealth Management (Jackson, WY) charges a flat or project fee of up to $500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 20, 2026. Fees can change.
- Flat or project fee
- Up to $500
“The maximum fixed fee is $500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $1,000,000 in assets (stated in the brochure)
- Team size
- Solo practice (one employee)
- Registered since
- 2020 (6 years)
How Bootpack Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged Quarterly, in Arrears, based on the average daily balance of the account.”
- “Accounts initiated or terminated during a calendar Quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 21
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $122 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 20, 2026
- CRD number
- 310983 (opens in new tab)
- Phone
- (307) 690-5510
Other planners in Jackson that publish fees
- Elevated Asset Management LLCJacksonFlat $1,000-$3,000
- Reichel Management Company LLCJacksonHourly $250/hr
More planners in Wyoming that publish fees
- Net Income LLCCheyenneHourly $250/hr
- Redtail Management LLCCasperHourly $100/hr
- Gervais Capital Management, LLCWilsonHourly $500/hr
- Hale Financial Solutions, LLCAftonHourly $200/hr, Annual $1,800/yr
- RW Baker Wealth Management Group LLCCheyenneHourly up to $300/hr, Flat $1,000-$10,000
- OmnivestCasperFlat $3,800
Is something on this page wrong or out of date?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.