Kozak & Tripp Private Asset Management, Inc. fees and pricing
Financial planner in Highlands Ranch, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 26, 2026, Kozak & Tripp Private Asset Management, Inc. charges $250 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Upon termination, fees will be prorated to the date of termination and any earned portion of the fee will be billed to you based on an hourly rate of $250.00.”
- Flat or project fee
- $1,000-$10,000
“Fixed fees for financial plans range from $1,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kozak & Tripp Private Asset Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for investment management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis and billed quarterly in advance, as outlined in the Investment Management Agreement.”
- “At our discretion, you may pay the advisory fees directly to our Firm by check.”
- “Fees are billed and payable at the time the financial plan is delivered to you.”
How Kozak & Tripp Private Asset Management, Inc.’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.
- None of the 4 other planners in Highlands Ranch that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$10,000 spans the Colorado median of $5,250. 54% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Highlands Ranch that publish a flat or project fee charge less.
About Kozak & Tripp Private Asset Management, Inc.
- Firm size: 10 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- 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
- 775
- Employees
- 10
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $813,359,043
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 298353
- Phone
- (303) 847-4045
Can advise clients in 18 states: Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Louisiana, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Highlands Ranch that publish fees
- Hoku Partners LLCHighlands Ranch$250/hr
- Profiscal Wealth LLCHighlands Ranch$250/hr, $995
- Reflective FinancialHighlands Ranch$300/hr, $300-$24,000
- Roots First Wealth ManagementHighlands Ranch$3,000-$5,000
- Rosel Wealth Management, LLCHighlands Ranch$20,000
- Yeti Wealth Management Group, LLCHighlands Ranch$350/hr
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.