Integrity Prosperity Security (IPS) Strategic Capital fees and pricing
Financial planner in Denver, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 19, 2026, Integrity Prosperity Security (IPS) Strategic Capital charges $250 an hour and an annual fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Changes to the plan after delivery may be charged at a $250/hour rate.”
- Annual fee
- $5,000/yr
“The minimum annual fee is $5,000 and is negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Integrity Prosperity Security (IPS) Strategic Capital bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Investment management fees are billed quarterly, in advance, meaning that we bill when the threemonth billing period begins.”
- “The client must consent in advance to direct debiting of their investment account.”
- “Mutual Fund Protection Service charges a fee which ranges from $1,000 to $3,500 and is negotiable.”
How Integrity Prosperity Security (IPS) Strategic Capital’s 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.
- 9 of the 42 other planners in Denver that publish an hourly rate charge less.
- Its annual fee of $5,000 is below the Colorado median of $7,750. 23% of the 57 other Colorado planners that publish an annual fee charge less.
- 1 of the 17 other planners in Denver that publish an annual fee charge less.
About Integrity Prosperity Security (IPS) Strategic Capital
“Mutual Fund Protection Service provides personalized confidential financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations and small businesses.”
- Firm size: 3 employees.
- Credentials named in the brochure: EA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 1993 (33 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- 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
- 3% a year
- Minimum
- $5,000 minimum fee (stated in brochure)
- Clients
- 194
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and investment companies
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, pension consulting, newsletters and publications, educational seminars and workshops, and other services
- Assets managed
- $90,941,040
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 115961
- Phone
- (303) 697-3174
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
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.