Cohesion Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Fixed fees for financial plans will not exceed $20,000 and hourly fees will not exceed $400/hour.”

Flat or project fee

$20,000

From the same sentence as above.

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

How Cohesion Wealth Management, LLC bills

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

• “The relevant fee billed is defined and agreed to by the firm and the client in the executed Investment Advisory Agreement.”
• “The quarterly investment management fee is billed in advance based on the market value of each new calendar quarter.”
• “If you terminate your investment management agreement prior to the end of the calendar quarter, we will generate a “negative” invoice (reporting a balance due to you) at the end of the calendar quarter.”

How Cohesion Wealth Management, 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.
• 7 of the 7 other planners in Broomfield that publish an hourly rate charge less.
• Its flat or project fee of $20,000 is above the Colorado median of $5,250. 92% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Broomfield that publish a flat or project fee charge less.

About Cohesion Wealth Management, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2020 (6 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

0.8% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

364

Employees

5

Works with

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

Services reported to regulators

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

Assets managed

$170,970,225

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

308980

Website

cohesionwm.com (opens in new tab)

Phone

(303) 442-3670

Can advise clients in 13 states: Arizona, California, Colorado, Florida, Hawaii, Indiana, Louisiana, Minnesota, Nebraska, New Hampshire, Nevada, Texas, Wyoming

Other planners in Broomfield that publish fees

• Cayden Wealth ManagementBroomfield$350/hr, $500⁠-⁠$15,000
• Cultivate Wealth PartnersBroomfield$2,000⁠-⁠$20,000
• James Morgan Asset Management, LLCBroomfield$175/hr, $1,500⁠-⁠$3,500
• Lybis InvestingBroomfield$100⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Millennial Wealth Management, LLCBroomfield$300/hr, $600
• Peacock Financial, LLCBroomfield$175/hr

Compare all 11 planners in Broomfield