Curated Wealth Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“The hourly fee for these services is $400.”

Flat or project fee

$4,000⁠-⁠$8,000

“Fees -6- The negotiated fixed rate for creating client financial plans is between $4,000 and $8,000.”

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How Curated Wealth Solutions, LLC bills

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

• “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 CWSL's fees within five business days of signing the Investment Advisory Contract.”
• “For all asset-based fees paid in advance, the fee refunded will be equal to the balance of the fees collected in advance minus the daily rate* times the number of days elapsed in the billing period up to and including the day of termination.”

How Curated Wealth Solutions, LLC’s fees compare

• Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
• 29 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $4,000-$8,000 spans the Colorado median of $5,250. 62% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 21 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Curated Wealth Solutions, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 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

2% a year

Clients

63

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$42,121,221

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324663

Phone

(720) 460-1883

Can advise clients in 3 states: California, Colorado, Washington

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

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