Consilium, LLC fees
Financial planner in Boulder, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Consilium, LLC (Boulder, CO) charges a flat or project fee of $1,000-$5,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.
- Flat or project fee
- $1,000-
$5,000 Below the Colorado median of $5,500; 19% of the 103 other planners in Colorado that publish a flat or project fee charge less. None of the 6 other planners in Boulder charge less, and 1 charges the same.
“Depending upon the complexity of the situation and the needs of the client, the fee range for creating client financial plans is $1,000 to $5,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2019 (7 years)
How Consilium, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At our discretion, clients may pay the advisory fees directly either by check or some other electronic means.”
- “The compensation method is explained and negotiated in advance before any services are rendered.”
- “You will be billed as services are rendered.”
About Consilium, LLC
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 19
- Works with
- Individuals, high net worth individuals, 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
- $215 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 24, 2026
- CRD number
- 304503 (opens in new tab)
- Phone
- (303) 956-7074
Other planners in Boulder that publish fees
- Financial Mountain IncBoulderFlat up to $5,000
- Full Body FinanceBoulderMonthly $199-$499/mo
- Outbound FinancialBoulderHourly $250/hr, Flat $4,000
- The Wealth Conservancy, Inc.BoulderFlat $1,000-$50,000
- Flatirons Wealth ManagementBoulderHourly $280/hr, Flat $3,000
- Guardian BrothersBoulderHourly $150/hr, Flat $250-$10,000 2024 brochure
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.