DWM Family Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Under hourly arrangements an hourly fee of $250 per hour is charged by DWM Family Wealth for financial planning & consulting services.”

Flat or project fee

$500⁠-⁠$10,000

“The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $10,000.”

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

How DWM Family Wealth bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
• “When fees are billed in arrears, Sub-Adviser will prorate the final fee payment based on the number of days services are provided during the final period.”

How DWM Family Wealth’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Castle Rock that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Colorado median of $5,250. 50% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Castle Rock that publish a flat or project fee charge less.

About DWM Family Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning

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

Clients

34

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and selecting other advisers

Assets managed

$23,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299949

Phone

(303) 814-2349

Other planners in Castle Rock that publish fees

• Castle Rock Investment CompanyCastle Rock$6,000⁠-⁠$40,000, $1,500/qtr
• Fidelis Wealth AdvisorsCastle Rock$150⁠-⁠$300/hr, $2,500⁠-⁠$3,000
• Hill Country Kingdom AdvisorsCastle Rock$250/hr, $1,200⁠-⁠$10,000
• Jackson Creek Investment Advisors LLCCastle Rock$350/hr
• JD Haggar FinancialCastle Rock$2,000⁠-⁠$15,000
• Snowcap FinancialCastle Rock$600⁠-⁠$2,000, $200⁠-⁠$666/mo

Compare all 10 planners in Castle Rock