Copperline Wealth Management & Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$300/hr

“Our hourly fees typically range from $50.00 to $300.00 depending on the nature of the service, these are specified within the Consulting Agreement.”

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

How Copperline Wealth Management & Planning bills

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

• “Fees for Portfolio Management Services For Portfolio Management services, our fees are billed on a pro-rata annualized basis, quarterly in advance, based on the value of your account on the last day of the previous quarter.”
• “In the event you wish to terminate our services in the future, we will refund the unearned portion of our fee to you.”
• “Upon receipt of your notice of termination, we will proceed to close out your engagement and process a pro-rata refund of unearned fees.”

How Copperline Wealth Management & Planning’s fees compare

• Its hourly rate of $50-$300 spans the Wyoming median of $250. 25% of the 12 other Wyoming planners that publish an hourly rate charge less.

About Copperline Wealth Management & Planning

• Firm size: 3 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Charitable giving

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

430

Employees

3

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services

Assets managed

$126,553,954

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

335796

Website

copperlinewealth.com (opens in new tab)

Phone

(307) 586-1880

Can advise clients in 9 states: California, Colorado, Florida, Kansas, Minnesota, North Carolina, Nevada, Texas, Wyoming

Other planners in Wyoming that publish fees

• Dreyfuss Capital Management LLCJackson$125⁠-⁠$300/hr, $1,000⁠-⁠$15,000
• Elevate Wealth ManagementSheridan$500/hr, $2,500⁠-⁠$10,000
• Elevated Asset Management LLCJackson$1,000⁠-⁠$3,000
• Gervais Capital Management, LLCWilson$500/hr
• Hale Financial Solutions, LLCAfton$200/hr, $2,400⁠-⁠$3,600/yr
• Kaiser Wealth ManagementBurns$35⁠-⁠$300/hr

Compare all 29 planners in Wyoming