Highpass Asset Management LLC fees and pricing

Financial planner in Denver, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 29, 2026, Highpass Asset Management LLC charges $750 an hour and a flat or project fee of $5,000⁠-⁠$20,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$750/hr
“These fees are negotiable, but generally range from $5,000 to $20,000 on a fixed fee basis or are charged at a flat fee of $750 on an hourly rate basis, depending upon the level and scope of the services provided.”
Flat or project fee
$5,000⁠-⁠$20,000

From the same sentence as above.

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

How Highpass Asset Management LLC bills

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

  • “Generally, the Firm requires one-half of the financial planning fee (estimated hourly or fixed) payable upon entering the written agreement.”
  • “The balance is generally due upon delivery of the financial plan or completion of the agree upon services.”
  • “If assets are deposited into or withdrawn from an account after the inception of a quarter, the fee payable with respect to such assets will not be adjusted or prorated based on the number of days remaining in the quarter.”

How Highpass Asset Management LLC’s fees compare

  • Its hourly rate of $750 is above the Colorado median of $300. 99% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 42 of the 42 other planners in Denver that publish an hourly rate charge less.
  • Its flat or project fee of $5,000-$20,000 spans the Colorado median of $5,250. 85% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 30 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Highpass Asset Management LLC

“The Firm is passionate about learning and understanding its clients’ unique wealth management needs and then providing an objective, advice-driven solution. The Firm provides financial planning and wealth management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Ethan S. Braid
  • Firm size: 2 employees.
  • Registered as an adviser: 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% a year
Clients
95
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$218,216,975
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
159535
Website
highpassasset.com (opens in new tab)
Phone
(303) 357-4602

Can advise clients in 4 states: Colorado, Florida, Ohio, Texas

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