GBG Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“AND CONSULTING SERVICES (STAND-ALONE) GBG’s financial planning and consulting fees are negotiable but start at $2,500 on a fixed fee.”

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

How GBG Wealth Management LLC bills

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

• “The fee for the first quarter of the client’s engagement will be prorated from the inception date to the end of the first quarter.”
• “If GBG bills the client directly, payment is due by check upon receipt of GBG’s invoice.”
• “Asset-based fees are prorated and payable quarterly, in advance, based upon the market value of the assets under management as of the close of business on the last day of the preceding quarter.”

How GBG Wealth Management LLC’s fees compare

• Its flat or project fee of $2,500 is below the Colorado median of $5,250. 18% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 3 other planners in Lone Tree that publish a flat or project fee charge less.

About GBG Wealth Management LLC

• Firm size: 4 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Estate planning

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

1.5% a year

Clients

26

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$23,761,917

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

333368

Website

wealthgbg.com (opens in new tab)

Phone

(303) 708-1640

Can advise clients in 3 states: Arizona, Colorado, Texas

Other planners in Lone Tree that publish fees

• Evercurrent Wealth ManagementLone Tree$375/hr, $5,000
• Forward WealthLone Tree$2,500⁠-⁠$20,000
• 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