Copper River Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500

“Clients who utilize the we;ath.com software are charged a one-time fee of $500.00 to update their wills, POA forms, medical directives and estate plan.”

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

How Copper River Advisors LLC bills

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

• “Clients receive an informational copy of an invoice from CRA within the first week of the new quarter notifying them of the fee and how it was calculated.”
• “Clients must pay the accrued prorated fees for the billing period in which the IAC is terminated.”
• “Fees are charged in arrears upon completion.”

How Copper River Advisors LLC’s fees compare

• Its flat or project fee of $500 is below the Colorado median of $5,250. 3% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 5 other planners in Englewood that publish a flat or project fee charge less.

About Copper River Advisors LLC

• Firm size: 3 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

1.25% a year

Clients

51

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$94,116,133

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173394

Website

copperriveradvisors.com (opens in new tab)

Phone

(303) 513-0705

Can advise clients in 2 states: Colorado, New York

Other planners in Englewood that publish fees

• Blue Heron CapitalEnglewood$350⁠-⁠$500/hr, $2,500
• New Light FinancialEnglewood$500/hr
• Ridgegate Advisors, LLCEnglewood$1,250
• Rigden Capital StrategiesEnglewood$300/hr, $1,500⁠-⁠$5,000
• Simpliphi CapitalEnglewood$1,000⁠-⁠$5,000
• Wealth Watch Advisors, IncEnglewood$250⁠-⁠$5,000, $5,000/yr

Compare all 9 planners in Englewood