Forty North Wealth fees and pricing
Financial planner in Glendale, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Forty North Wealth charges a flat or project fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $15,000
“This arrangement charges a mutually agreed-upon fee for financial planning services, not to exceed $15,000 depending on the scope and complexity of each Client’s individual circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Forty North Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged quarterly in advance based on the value of the Client’s assets under management as of the close of business on the last business day of the previous quarter.”
- “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 quarter.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
How Forty North Wealth’s fees compare
- Its flat or project fee of $15,000 is above the Colorado median of $5,250. 89% of the 214 other Colorado planners that publish a flat or project fee charge less.
About Forty North Wealth
“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, consulting services and assets under advisement, third-party money manager, and retirement services.”
- Firm size: 12 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College 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
- 1.75% a year
- Minimum
- $50,000 in assets (stated in brochure)
- Clients
- 532
- Employees
- 12
- 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
- $350,608,741
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290770
- Phone
- (303) 691-1808
Can advise clients in 12 states: Arizona, California, Colorado, Florida, Iowa, Idaho, Louisiana, Minnesota, Nebraska, South Carolina, Texas, Wyoming
Other planners in Colorado that publish fees
- 46 North FinancialDenverUp to $10,000
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Aberle Investment Management LLCEagle$300/hr
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Ace Wealth Partners, LLCWestminster$200/hr, $1,500-$2,500
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.