Driven Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“Fees for custom financial planning requests are priced at an hourly rate of $225 per hour and paid 50% at Advisory Agreement signing and 50% upon completion of services.”

Annual fee

$2,500⁠-⁠$8,000/yr

“For individuals, annual fees generally range from $2,500 to $7,300 per year, and for couples, from $3,200 to $8,000 per year, but vary depending on the extent and complexity of the planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Driven Wealth bills

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

• “Please note, our fees are negotiable and lower fees for comparable services may be available from other sources.”
• “The annual advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the last day of the billing period.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Driven Wealth’s fees compare

• Its hourly rate of $225 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.
• Its annual fee of $2,500-$8,000 spans the Colorado median of $7,750. 30% of the 57 other Colorado planners that publish an annual fee charge less.
• 4 of the 17 other planners in Denver that publish an annual fee charge less.

About Driven Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

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% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342910

Website

drivenwealthpartners.com (opens in new tab)

Phone

(714) 421-2486

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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