Exceptional Wealth & Family Office fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 10, 2026, Exceptional Wealth & Family Office charges $500 an hour and an annual fee of $10,000-$500,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The program provides clients with the option of paying an annual fee for ongoing services based on a percentage of assets under advisement, a flat fee, or an hourly rate not to exceed $500.”
- Annual fee
- $10,000-$500,000/yr
“Fees for these services generally range from $10,000 - $500,000 annually, depending on the scope of services and as agreed upon between the client and advisor.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Exceptional Wealth & Family Office bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In substantially all cases, the annual account management fees are payable quarterly in advance and are computed as one quarter of the annual fee based on the account’s AUM on the last business day of the previous calendar quarter.”
- “All of our asset management fees are negotiable.”
- “In the event a client terminates an advisory agreement with the firm, any unearned fees resulting from payments made by clients in advance will be refunded to the client.”
How Exceptional Wealth & Family Office’s fees compare
- Its hourly rate of $500 is above the Colorado median of $300. 92% of the 231 other Colorado planners that publish an hourly rate charge less.
- 20 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
- Its annual fee of $10,000-$500,000 is above the Colorado median of $7,750. 100% of the 57 other Colorado planners that publish an annual fee charge less.
- 6 of the 6 other planners in Colorado Springs that publish an annual fee charge less.
About Exceptional Wealth & Family Office
- Firm size: 8 employees.
- Credentials named in the brochure: CPA.
- Founded: 2025.
Planning areas mentioned in the brochure
- Estate planning
- Divorce
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 188
- Employees
- 8
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $292,181,992
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340444
- Phone
- (719) 715-4179
Can advise clients in 5 states: California, Colorado, Florida, Nebraska, Texas
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/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.