Heirloom Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“The hourly rate of $200-500 will be applied for this calculation and is specified in your executed Financial Planning Agreement.”

Flat or project fee

$1,000⁠-⁠$20,000

“For some clients, our firm offers a flat fee ranging from $1,000 to $20,000 depending on the level of engagement.”

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

How Heirloom Wealth Management LLC bills

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

• “The fees for investment management are based on an annual percentage of assets under management and are applied to the household asset value on a pro-rata basis and billed monthly in arrears.”
• “Upon termination, fees will be prorated through the date of termination.”
• “Any portion of the fee that has been earned will be billed to you based on the actual hours our Firm has spent preparing your financial plan prior to termination.”

How Heirloom Wealth Management LLC’s fees compare

• Its hourly rate of $200 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
• 1 of the 11 other planners in Greenwood Village that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the Colorado median of $5,250. 82% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 9 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.

About Heirloom Wealth Management LLC

• Firm size: 18 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting
• Charitable giving

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

1.75% a year

Clients

829

Employees

18

Works with

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

Services reported to regulators

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

Assets managed

$1,108,279,134

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

292277

Website

heirloomwm.com (opens in new tab)

Phone

(720) 328-2877

Can advise clients in 18 states: Arizona, California, Colorado, Florida, Illinois, Kansas, Louisiana, Nebraska, New Hampshire, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Washington, Wisconsin, Wyoming

Other planners in Greenwood Village that publish fees

• Alpha Capital Family Office, LLCGreenwood Village$1,000⁠-⁠$300,000
• Bolhan WealthGreenwood Village$2,500⁠-⁠$10,000
• Dodds Wealth, LLCGreenwood Village$250/hr, $3,600⁠-⁠$25,000
• Downing Street Wealth Management LLCGreenwood Village$85/hr
• InclinevestGreenwood Village$400⁠-⁠$500/hr, $2,500⁠-⁠$12,000
• Marshall Investment Management, LLCGreenwood Village$200⁠-⁠$500/hr, $2,500⁠-⁠$15,000

Compare all 29 planners in Greenwood Village