Eves&haines Wealth Management fees and pricing

Firm size: 2 employees.
Registered as an adviser: 2014 (12 years).

Financial planner in Greeley, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 15, 2026, Eves&haines Wealth Management charges $120 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Hourly fees are recorded during the project work and the Client will receive an invoice for actual hours worked minus the advanced payment.”
“Billing will occur quarterly in arrears.”
“Send the Client an invoice specifying and itemizing the Fee.”

Its hourly rate of $120 is below the Colorado median of $300. 3% of the 231 other Colorado planners that publish an hourly rate charge less.

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: 0.5% a year
Clients: 20
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $4,862,154
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 171501
Website: eveshaines.com (opens in new tab)
Phone: (970) 616-0727

Is something on this page wrong or out of date?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.