Lampe Financial Group LLC fees and pricing

Published fees

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

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fee rates range between $500 to $10,000.”

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

How Lampe Financial Group LLC bills

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

• “The onboard fee is dependent on complexity, and all fees are negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “The fee is based on a percentage of assets under management and is negotiable.”

How Lampe Financial Group LLC’s fees compare

• Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
• 7 of the 8 other planners in Littleton that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Colorado median of $5,250. 50% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Littleton that publish a flat or project fee charge less.

About Lampe Financial Group LLC

• Principal: Jason Lampe
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• 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

2% a year

Clients

45

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$56,899,754

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328129

Website

lampefinancialgroup.com (opens in new tab)

Phone

(646) 736-2575

Can advise clients in 3 states: Colorado, Ohio, Pennsylvania

Other planners in Littleton that publish fees

• Agile Wealth LLCLittleton$285/hr, $249⁠-⁠$2,500/mo
• Be Your Best FinancialLittleton$320/hr, $3,800⁠-⁠$12,000
• Berenz Wealth Management, LLCLittleton$200/hr
• CDP Financial Group, LLCLittleton$150/hr, $5,000
• FTN Capital ManagementLittleton$350/hr
• O'rourke FinancialLittleton$150⁠-⁠$200/hr, $600⁠-⁠$2,000

Compare all 19 planners in Littleton