James Morgan Asset Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $175.00 per hour.”

Flat or project fee

$1,500⁠-⁠$3,500

“The fixed fee can 8 range between $1,500.00 and $3,500.00.”

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

How James Morgan Asset Management, LLC bills

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

• “Fee calculations also include debiting and crediting your account for inflows and outflows of money made within a billing period and are weighted on the actual number of days they are in the account and are billed or credited in the following quarter.”
• “Or, if funds are removed on the 15th day of a month in a quarter, you will be credited with a fee refund for those monies removed for the remaining days in the quarter, in the next fee billing period.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”

How James Morgan Asset Management, LLC’s fees compare

• Its hourly rate of $175 is below the Colorado median of $300. 9% of the 231 other Colorado planners that publish an hourly rate charge less.
• None of the 7 other planners in Broomfield that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,500 is below the Colorado median of $5,250. 18% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Broomfield that publish a flat or project fee charge less.

About James Morgan Asset Management, LLC

• Principal: James Morgan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

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

1.5% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$10,392,244

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282154

Website

jameshmorganassetmanagement.com (opens in new tab)

Phone

(303) 457-9500

Other planners in Broomfield that publish fees

• Cayden Wealth ManagementBroomfield$350/hr, $500⁠-⁠$15,000
• Cohesion Wealth Management, LLCBroomfield$400/hr, $20,000
• Cultivate Wealth PartnersBroomfield$2,000⁠-⁠$20,000
• Lybis InvestingBroomfield$100⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Millennial Wealth Management, LLCBroomfield$300/hr, $600
• Peacock Financial, LLCBroomfield$175/hr

Compare all 11 planners in Broomfield