High Country Capital Management fees and pricing

Financial planner in Montrose, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, High Country Capital Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “When a project fee is proposed, this fee will be based upon the nature, scope and complexity of services and using the Adviser’s hourly rate ($300).”

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

“These hourly/project services terminate upon delivery unless the scope of the engagement provides for ongoing services.”
“Your fee credit will be applied to the first quarterly investment management invoice and each quarterly invoice thereafter until your credit has been fully applied.”
“When services are terminated prior to the end of a calendar quarter, HCCM will only invoice for services provided up until the date of termination.”

Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.

“In addition, HCCM provides fee-only advisory services.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $50,000 in assets (stated in brochure)
Clients: 134
Employees: 5
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
Assets managed: $87,115,522
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 106151
Website: twitter.com/jason_napoli (opens in new tab)
Phone: (970) 249-3499

Can advise clients in 2 states: Colorado, Wyoming

Is something on this page wrong or out of date?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.