Colorado Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Upon termination, fees will be prorated to the date of termination, and any earned portion of the fee will be billed to you based on an hourly rate of $250.00.”

Flat or project fee

$2,500⁠-⁠$5,000

“Fixed fees for individual financial plans, without investment management services, range from $2,500 to $5,000, but may be 9 negotiated at the discretion of the Firm.”

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

How Colorado Capital Management bills

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

• “The fees for investment management are based on an annual percentage of assets under management and are applied to the household asset value on a pro-rata basis and billed quarterly in advance or arrears, as outlined in the Investment Management Agreement.”
• “At our discretion, you may pay the advisory fees directly to our Firm by check.”
• “The management fee will be pro-rated to the date of termination, and any unearned fees will be refunded to you or any earned fee will be billed to the account.”

How Colorado Capital Management’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 4 of the 13 other planners in Boulder that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$5,000 is below the Colorado median of $5,250. 38% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 9 other planners in Boulder that publish a flat or project fee charge less.

About Colorado Capital Management

• Firm size: 10 employees.
• Registered as an adviser: 2002 (24 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

234

Employees

10

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

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

Assets managed

$638,376,461

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

114011

Website

coloradocap.com (opens in new tab)

Phone

(303) 444-9300

Can advise clients in 4 states: California, Colorado, New Hampshire, New York

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
• Caledonia Wealth Management, LTD.Boulder$150⁠-⁠$250/hr
• Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000⁠-⁠$10,000
• Financial Mountain IncBoulder$5,000

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