Cimarron Wealth Management, Inc. fees and pricing
Financial planner in Montrose, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 13, 2026, Cimarron Wealth Management, Inc. charges an annual fee of $30,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $30,000/yr
“For asset management services, client may be charged an annual percentage fee based upon the amount of assets under management in the fee table below or a maximum annual flat fee of $30,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Cimarron Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “Additional deposits and withdrawals will be added or subtracted from portfolio assets on a prorated basis to adjust the account fee.”
- “Cimarron Wealth Management bills clients on a rolling quarterly basis, meaning that Cimarron Wealth Management bills each client 4 times over a 12-month period.”
How Cimarron Wealth Management, Inc.’s fees compare
- Its annual fee of $30,000 is above the Colorado median of $7,750. 93% of the 57 other Colorado planners that publish an annual fee charge less.
About Cimarron Wealth Management, Inc.
“Asset Management Services – Cimarron Wealth Management offers asset management services, which involves Cimarron Wealth Management providing you with continuous and ongoing supervision over your specified accounts.”
- Firm size: 14 employees.
- Registered as an adviser: 2019 (7 years).
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
- 552
- Employees
- 14
- 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, pension consulting, and educational seminars and workshops
- Assets managed
- $327,341,067
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299627
- Phone
- (970) 249-9882
Can advise clients in 9 states: Arizona, California, Colorado, Florida, Idaho, Louisiana, Tennessee, Texas, Washington
Other planners in Montrose that publish fees
- High Country Capital ManagementMontrose$300/hr
- 46 North FinancialDenverUp to $10,000
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Aberle Investment Management LLCEagle$300/hr
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
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.