BSW Wealth Partners fees
Financial planner in Boulder, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 8, 2026, BSW Wealth Partners (Boulder, CO) charges an annual fee of $7,500-$25,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 8, 2026. Fees can change.
- Annual fee
- $7,500-
$25,000/yr Runs from below the Colorado median of $10,000 to above it.
“BSW’s financial planning and consulting fees are negotiable, but generally range from $7,500 to $25,000 annually on a fixed fee basis, depending upon the number of executives and the level and scope of the services(s) required.”
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
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- 27 employees
- Registered since
- 1994 (32 years)
How BSW Wealth Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees shall be calculated quarterly in advance based on the most recent valuation available as of the last business day of the preceding calendar quarter.”
- “The fixed fee is negotiable by the client and BSW.”
- “For Non-Fiduciary 401(k) Consulting clients, this written notice must be provided at least thirty (30) days in advance.”
About BSW Wealth Partners
“Specializing in financial planning and customized portfolio management, we serve a national clientele from our Boulder and Denver offices.”
- Founded: 1992 (34 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 476
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $2.2 billion
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of May 8, 2026
- CRD number
- 107485 (opens in new tab)
- Website
- bsw.com (opens in new tab)
- Phone
- (303) 444-9696
Registered or notice filed in 17 states and DC: California, Colorado, Florida, Hawaii, Iowa, Maryland, Massachusetts, Montana, Nebraska, New Mexico, New York, North Carolina, Oregon, South Dakota, Texas, Utah, Washington, DC
Other planners in Boulder that publish fees
- Bear Peak Financial, LLCBoulderHourly $200/hr
- Full Body FinanceBoulderMonthly $199-$499/mo
- Cornerstone Investment Advisors, LLCBoulderHourly up to $300/hr, Flat $1,000-$10,000
- Colorado Capital ManagementBoulderFlat $2,500-$5,000
- Financial Mountain IncBoulderFlat up to $5,000
- Guardian BrothersBoulderHourly $150/hr, Flat $250-$10,000 2024 brochure
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.