Crusonia Wealth Advisors LLC fees and pricing
Financial planner in Denver, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 15, 2026, Crusonia Wealth Advisors LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The maximum hourly fee to be charged will not exceed $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Crusonia Wealth Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our firm generally bills advisory fees directly from client accounts pursuant to written authorization unless otherwise agreed in writing.”
- “In certain circumstances, our firm may agree to invoice clients directly.”
- “Annualized fees are billed on a pro rata basis quarterly, either in advance or in arrears, as specified in the client agreement.”
How Crusonia Wealth Advisors LLC’s fees compare
- Its hourly rate of $500 is above the Colorado median of $300. 92% of the 231 other Colorado planners that publish an hourly rate charge less.
- 38 of the 42 other planners in Denver that publish an hourly rate charge less.
About Crusonia Wealth Advisors LLC
- Firm size: 20 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 2% a year
- Clients
- 540
- Employees
- 20
- Works with
- Individuals, high net worth individuals, and businesses
- 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
- $1,178,351,846
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330057
- Phone
- (303) 810-6366
Can advise clients in 13 states: Arizona, California, Colorado, Florida, Louisiana, North Carolina, Nebraska, New Jersey, New York, Pennsylvania, Texas, Washington, Wisconsin
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
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.