Ember Wealth Concepts & Financial Planning fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 14, 2026, Ember Wealth Concepts & Financial Planning charges $250-$500 an hour and a flat or project fee of $2,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$500/hr
“Our Firm’s hourly fee ranges from $250$500 per hour and the fixed fee ranges from $2,500-$15,000.”
- Flat or project fee
- $2,500-$15,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ember Wealth Concepts & Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are calculated based on the average daily balance of the assets under management based on a standard, tiered fee schedule, meaning that household assets are billed at the corresponding rate as shown on the chart below.”
- “Our annualized fee is prorated and charged quarterly in arrears based on the average daily balance of the account.”
- “Clients will receive invoices that detail the advisory fees charged, including the calculation method, billing period, and any applicable adjustments or proration.”
How Ember Wealth Concepts & Financial Planning’s fees compare
- Its hourly rate of $250-$500 spans the Colorado median of $300. 77% of the 231 other Colorado planners that publish an hourly rate charge less.
- 27 of the 42 other planners in Denver that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$15,000 spans the Colorado median of $5,250. 76% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 26 of the 39 other planners in Denver that publish a flat or project fee charge less.
About Ember Wealth Concepts & Financial Planning
“Our Firm offers a variety of advisory services, which include customized discretionary portfolio investment management, comprehensive financial planning, and pension consulting services.”
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement 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
- 2% a year
- Clients
- 93
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $40,991,751
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337478
- Phone
- (720) 823-5043
Can advise clients in 4 states: Colorado, Iowa, Minnesota, Nebraska
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
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.