Citiwest Capital Corporation fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$36,000

“Fees for Financial Planning Services Fees for developing a financial plan vary from approximately $5,000.00 to $36,000.00.”

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

How Citiwest Capital Corporation bills

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

• “The rate or amount of the initial payment is negotiable with each client and therefore will vary from client to client.”
• “The second and final payment will be due upon completion of work.”
• “In such situations, the second payment is assessed for work completed through the date of payment with the third and final payment due upon completion of work.”

How Citiwest Capital Corporation’s fees compare

• Its flat or project fee of $5,000-$36,000 spans the Colorado median of $5,250. 93% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 36 of the 39 other planners in Denver that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Citiwest Capital Corporation

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1999 (27 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

9

Employees

1

Works with

High net worth individuals and businesses

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

113301

Phone

(303) 592-1888

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