Evercurrent Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$375/hr

“Hourly fees will not exceed $375 per hour.”

Flat or project fee

$5,000

“Fixed fees will not exceed $5,000.”

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

How Evercurrent Wealth Management bills

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

• “Our annualized fee is prorated and charged quarterly, in arrears, based on the average daily balance of the Client’s assets under management during the billing period.”
• “Clients will receive invoices that detail the advisory fees charged, including the calculation method, billing period, and any applicable adjustments or proration.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that billing period.”

How Evercurrent Wealth Management’s fees compare

• Its hourly rate of $375 is above the Colorado median of $300. 77% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Lone Tree that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is below the Colorado median of $5,250. 44% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Lone Tree that publish a flat or project fee charge less.

About Evercurrent Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342293

Website

evercurrentwm.com (opens in new tab)

Phone

(303) 717-5230

Other planners in Lone Tree that publish fees

• Forward WealthLone Tree$2,500⁠-⁠$20,000
• GBG Wealth Management LLCLone Tree$2,500
• Stonebridge Financial Solutions, IncLone Tree$250/hr
• Tier One Wealth ManagementLone Tree$300/hr, $1,000⁠-⁠$7,500

Compare all 9 planners in Lone Tree