Gilpin Wealth Management LLC fees and pricing
Financial planner in Golden, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Gilpin Wealth Management LLC charges a flat or project fee of $1,000-$50,000 and a quarterly fee of $100-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$50,000
“COMPREHENSIVE AND ONGOING FINANCIAL PLANNING Comprehensive financial planning services are offered on a fixed fee basis that ranges from $1,000 to $50,000.”
- Quarterly fee
- $100-$1,000/qtr
“The Firm charges a fixed quarterly fee ranging from $100 to $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gilpin Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fixed fee is negotiable and will vary depending on the nature and complexity of the client’s individual circumstances and the number of areas covered by the written financial plan.”
- “The agreed upon fee is charged at the end of each quarter, in arrears.”
- “The fees and services are negotiable at the time of renewal.”
How Gilpin Wealth Management LLC’s fees compare
- Its flat or project fee of $1,000-$50,000 spans the Colorado median of $5,250. 95% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Golden that publish a flat or project fee charge less.
About Gilpin Wealth Management LLC
“The Firm offers comprehensive financial planning services that involve a review of clients’ financial situation, goals and risk tolerance. The Firm may also offer, as part of the plan, accounting, tax preparation, wealth and estate planning services.”
- Firm size: 4 employees.
- Founded: 2020 (6 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 169
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $227,216,997
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311336
- Phone
- (720) 893-2800
Can advise clients in 5 states: California, Colorado, Missouri, Nevada, Texas
Other planners in Golden that publish fees
- Alpine Financial Advisers, LLCGolden$1,000
- Aspen Leaf Wealth Management, PBCGolden$2,500/yr
- Gorham Wealth Management, LLCGolden$250/hr, $250
- Trailwise Financial Partners, LLCGolden$400/hr, $1,000-$20,000
- Western Wealth Management LLCGolden$100-$1,000/hr, $100-$10,000
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.