Caledonia Wealth Management, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“Hourly fees are charged at $150 to $250 per hour, depending upon the level and scope of the services and the professional rendering such services.”

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

How Caledonia Wealth Management, LTD. bills

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

• “Occasionally and when requested, Caledonia bills hourly for emails, and trading and research in certain accounts.”
• “Clients may choose to have fees deducted quarterly from a designated investment account or to be invoiced quarterly.”
• “The client must consent in advance to direct deduction of their investment account for fees.”

How Caledonia Wealth Management, LTD.’s fees compare

• Its hourly rate of $150-$250 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 13 other planners in Boulder that publish an hourly rate charge less.

About Caledonia Wealth Management, LTD.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

81

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$78,104,917

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

149649

Website

esginvestors.com (opens in new tab)

Phone

(720) 239-1260

Other planners in Boulder that publish fees

• Bear Peak Financial, LLCBoulder$200/hr
• Berman, GilBoulder$450/hr, $1,250⁠-⁠$10,000/qtr
• Business Financial Strategies, LTD.Boulder$125/hr
• Colorado Capital ManagementBoulder$250/hr, $2,500⁠-⁠$5,000
• Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000⁠-⁠$10,000
• Financial Mountain IncBoulder$5,000

Compare all 28 planners in Boulder