Doceo Wealth, LLC fees and pricing

Financial planner in Meridian, Idaho. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Doceo Wealth, LLC charges a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $2,500; “INVESTMENT ADVISORY SERVICES Upon engagement, Doceo Wealth will charge clients a one-time $2,500.00 account setup fee and an ongoing investment management fee for its investment advisory services.”

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

“The estimated and actual billed fee is based on the scope and complexity of services provided to each client.”
“Financial planning services fees may be negotiable based on the complexity and scope of the services, as well as the client’s financial situation and objectives.”
“The client’s first billing cycle will be prorated based on the date of the funding of their account(s) and the total amount of assets managed during their first quarter.”

Its flat or project fee of $2,500 is below the Idaho median of $2,625. 38% of the 26 other Idaho planners that publish a flat or project fee charge less.
None of the 2 other planners in Meridian that publish a flat or project fee charge less.

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: 1.5% a year
Clients: 300
Employees: 7
Works with: Individuals, high net worth individuals, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
Assets managed: $274,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 310415
Website: linkedin.com/company/doceowealth (opens in new tab)
Phone: (208) 350-7274

Is something on this page wrong or out of date?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.