Cultivate Wealth Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$20,000

“The negotiated fixed rate for creating client financial plans is between $2,000 and $20,000.”

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

How Cultivate Wealth Partners bills

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

• “Fees are calculated on a breakpoint basis and may automatically adjust as account values increase or decrease. 4 These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of CultivateWP's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of CultivateWP’s fees, within five business days of signing the Financial Planning Agreement.”

How Cultivate Wealth Partners’ fees compare

• Its flat or project fee of $2,000-$20,000 spans the Colorado median of $5,250. 83% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 4 of the 5 other planners in Broomfield that publish a flat or project fee charge less.

About Cultivate Wealth Partners

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

85

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$125,329,239

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

340314

Website

cultivatewealthpartners.com (opens in new tab)

Phone

(720) 961-2805

Can advise clients in 5 states: Colorado, Florida, Michigan, Nebraska, Texas

Other planners in Broomfield that publish fees

• Cayden Wealth ManagementBroomfield$350/hr, $500⁠-⁠$15,000
• Cohesion Wealth Management, LLCBroomfield$400/hr, $20,000
• James Morgan Asset Management, LLCBroomfield$175/hr, $1,500⁠-⁠$3,500
• Lybis InvestingBroomfield$100⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Millennial Wealth Management, LLCBroomfield$300/hr, $600
• Peacock Financial, LLCBroomfield$175/hr

Compare all 11 planners in Broomfield