DCG Wealth Management fees and pricing
Financial planner in Estes Park, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 15, 2026, DCG Wealth Management charges $350 an hour for financial planning.
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
- $350/hr
“The fixed fee will be billed at an hourly rate of $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How DCG Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This does not include the fee paid to the outside manager. he annual fee is prorated and paid in arrears on either a monthly or quarterly basis.”
- “Upon termination of the A Advisory Contract (via written notice by either party to the Contract), a prorated fee will be charged to the Client since asset-based fees are charged in arrears.”
- “The fixed fee will be agreed upon S before the start of any work and may be negotiable in certain cases.”
How DCG Wealth Management’s fees compare
- Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
About DCG Wealth Management
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 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
- 29
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $5,888,361
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310957
- Phone
- (888) 993-3627
Can advise clients in 2 states: California, Colorado
Other planners in Colorado that publish fees
- 46 North FinancialDenverUp to $10,000
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Aberle Investment Management LLCEagle$300/hr
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Ace Wealth Partners, LLCWestminster$200/hr, $1,500-$2,500
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.