Citrine & Gold LLC 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

$350/hr

“The hourly fee for these services is $350.00 The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

Flat or project fee

$1,250⁠-⁠$4,750

“Citrine & Gold Form ADV Page 7 The rate for creating client financial plans is between $1,250 and $4,750.”

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

How Citrine & Gold LLC bills

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

• “These fees are negotiable, based on agreement between the client and the Firm.”
• “Upon termination, any earned unpaid fees will be due, pro-rata, based on the date of termination.”
• “Citrine & Gold's annual investment management fee shall be prorated and paid quarterly in advance, based upon the market value of the assets on the last business day of the quarter.”

How Citrine & Gold LLC’s fees compare

• Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
• 23 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $1,250-$4,750 is below the Colorado median of $5,250. 27% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 16 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Citrine & Gold LLC

• Firm size: 2 employees.
• Registered as an adviser: 2023 (3 years).

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

1.7% a year

Clients

57

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$3,114,135

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328183

Website

instagram.com/citrineandgold (opens in new tab)

Phone

(540) 960-1010

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