Hill Country Kingdom Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Cost for hourly Financial Planning Services is $250 per hour.”

Flat or project fee

$1,200⁠-⁠$10,000

“This service is offered on a fixed fee basis ranging from $1,200 to $10,000 per plan.”

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

How Hill Country Kingdom Advisors bills

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

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Sends the client an invoice or statement itemizing the fee.”
• “We do not require a deposit to initiate the engagement; the fee is due in full upon delivery of our invoice which coincides with the presentation of your plan/advice.”

How Hill Country Kingdom Advisors’ fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Castle Rock that publish an hourly rate charge less.
• Its flat or project fee of $1,200-$10,000 spans the Colorado median of $5,250. 58% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Castle Rock that publish a flat or project fee charge less.

About Hill Country Kingdom Advisors

• Firm size: 2 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Equity compensation
• Cash flow and budgeting
• Charitable giving

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

3% a year

Minimum

No minimum stated in brochure

Clients

48

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$10,171,191

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

325783

Website

tekwisefinancial.com (opens in new tab)

Phone

(719) 413-5614

Can advise clients in 2 states: California, Colorado

Other planners in Castle Rock that publish fees

• Castle Rock Investment CompanyCastle Rock$6,000⁠-⁠$40,000, $1,500/qtr
• DWM Family WealthCastle Rock$250/hr, $500⁠-⁠$10,000
• Fidelis Wealth AdvisorsCastle Rock$150⁠-⁠$300/hr, $2,500⁠-⁠$3,000
• Jackson Creek Investment Advisors LLCCastle Rock$350/hr
• JD Haggar FinancialCastle Rock$2,000⁠-⁠$15,000
• Snowcap FinancialCastle Rock$600⁠-⁠$2,000, $200⁠-⁠$666/mo

Compare all 10 planners in Castle Rock