David B. Patston, CPA, Cfa fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, David B. Patston, CPA, Cfa charges $150-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“Hourly rates vary between $150.00 and $300.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How David B. Patston, CPA, Cfa bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Percentage of investment assets fees are charged in arrears based upon portfolio value as of the last business day of each calendar quarter.”
- “Fixed fees are also charged quarterly in arrears.”
- “Fees for consulting services are billed in arrears not more frequently than monthly and not less frequently than annually.”
How David B. Patston, CPA, Cfa’s fees compare
- Its hourly rate of $150-$300 is below the Colorado median of $300. 22% of the 231 other Colorado planners that publish an hourly rate charge less.
- 6 of the 42 other planners in Denver that publish an hourly rate charge less.
About David B. Patston, CPA, Cfa
- Principal: David B. Patston
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA and CFA.
- Registered as an adviser: 2004 (22 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
- Clients
- 51
- Employees
- 1
- 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
- $96,266,971
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 131673
- Phone
- (303) 573-0280
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.