Buck Wealth Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The hourly rate used for this purpose is $400/hour.”

Flat or project fee

$2,500⁠-⁠$50,000

“Our flat fees range from $2,500 to $50,000.”

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

How Buck Wealth Strategies, LLC bills

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

• “Advisory fees are billed monthly in arrears and calculated based on the average daily balance of the account(s) under management.”
• “At our discretion, our Firm will allow advisory fees to be paid by check as indicated in the Agreement.”
• “Our fee will be agreed in advance of the services being performed.”

How Buck Wealth Strategies, LLC’s fees compare

• Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
• 29 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 spans the Colorado median of $5,250. 97% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 37 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Buck Wealth Strategies, LLC

• Firm size: 102 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

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

1.5% a year

Clients

2,734

Employees

102

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops

Assets managed

$1,642,992,371

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

322138

Website

linkedin.com/company/ea-buck/mycompany (opens in new tab)

Phone

(888) 210-6567

Can advise clients in 32 states: Alaska, Arkansas, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Kansas, Kentucky, Louisiana, Maryland, Michigan, Missouri, Montana, North Carolina, Nebraska, New Hampshire, New Mexico, Nevada, New York, Oklahoma, Oregon, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Other planners in Denver that publish fees

• 46 North FinancialDenverUp to $10,000
• Alpha Capital Management Group LLCDenver$500⁠-⁠$100,000, $500⁠-⁠$100,000/yr
• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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