Flatirons Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$280/hr

“Any earned but unpaid fees will be billed to the client for work completed up to the date of termination using our hourly rate of $280 per hour.”

Flat or project fee

$3,000

“The fee for the initial comprehensive financial plan is $3000 for an individual or $4000 for a couple. $500 of the total fee will be due at the start of the engagement and the remainder will be due upon delivery of the plan.”

Quarterly fee

$299/qtr

“For an Individual - $299 per quarter.”

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

How Flatirons Wealth Management bills

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

• “An account may be terminated upon receipt of written notice at least 30 calendar days in advance.”
• “The fee may be negotiable in certain cases.”
• “The fee may be negotiable in certain cases and is due at the completion of the engagement.”

How Flatirons Wealth Management’s fees compare

• Its hourly rate of $280 is below the Colorado median of $300. 48% of the 231 other Colorado planners that publish an hourly rate charge less.
• 7 of the 13 other planners in Boulder that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Colorado median of $5,250. 27% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 9 other planners in Boulder that publish a flat or project fee charge less.

About Flatirons Wealth Management

• Principal: Steven Zakelj
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

116

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$49,040,128

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297720

Website

flatironswm.com (opens in new tab)

Phone

(720) 446-6093

Other planners in Boulder that publish fees

• Bear Peak Financial, LLCBoulder$200/hr
• Berman, GilBoulder$450/hr, $1,250⁠-⁠$10,000/qtr
• Business Financial Strategies, LTD.Boulder$125/hr
• Caledonia Wealth Management, LTD.Boulder$150⁠-⁠$250/hr
• Colorado Capital ManagementBoulder$250/hr, $2,500⁠-⁠$5,000
• Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000⁠-⁠$10,000

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