Downing Street Wealth Management LLC fees and pricing
Financial planner in Greenwood Village, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Downing Street Wealth Management LLC charges $85 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $85/hr
“Our hourly rate is $85.00 an hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Downing Street Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for investment management are based on an annual percentage of assets under management and are applied to the household asset value on a pro-rata basis and billed quarterly in advance.”
- “The initial fee will be based upon the market value of the portfolio on the close of the last business day of the partial quarter, prorated for the number of days in the quarter your account is under management.”
- “These assets will continue to be billed at based on the table above.”
How Downing Street Wealth Management LLC’s fees compare
- Its hourly rate of $85 is below the Colorado median of $300. None of the 231 other Colorado planners that publish an hourly rate charge less.
- None of the 11 other planners in Greenwood Village that publish an hourly rate charge less.
About Downing Street Wealth Management LLC
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
- Charitable giving
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
- 1.2% a year
- Clients
- 150
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $175,603,765
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152983
- Phone
- (720) 360-0886
Other planners in Greenwood Village that publish fees
- Alpha Capital Family Office, LLCGreenwood Village$1,000-$300,000
- Bolhan WealthGreenwood Village$2,500-$10,000
- Dodds Wealth, LLCGreenwood Village$250/hr, $3,600-$25,000
- Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000-$20,000
- InclinevestGreenwood Village$400-$500/hr, $2,500-$12,000
- Marshall Investment Management, LLCGreenwood Village$200-$500/hr, $2,500-$15,000
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.