Living Room Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Advisory Services Hourly advice is billed at a rate of $300/hour.”

Annual fee

$7,500/yr

“The fee for comprehensive nancial planning services is $7,500 per year.”

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

How Living Room Wealth Management bills

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

• “Fees are generally non-negotiable and are paid as described below, directly by the client.”
• “In no event will LRW collect more than $500.00 more than six months in advance from any client.”
• “The client may obtain a full refund by providing written notice of termination within ve days of signing the client agreement.”

How Living Room Wealth Management’s fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• 8 of the 14 other planners in Fort Collins that publish an hourly rate charge less.
• Its annual fee of $7,500 is below the Colorado median of $7,750. 47% of the 57 other Colorado planners that publish an annual fee charge less.
• None of the 2 other planners in Fort Collins that publish an annual fee charge less.

About Living Room Wealth Management

• Principal: Matthew B. Bierwirth
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 1986 (40 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• 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

0.75% a year

Clients

42

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

$66,409,325

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

116014

Website

livingroomwealth.com (opens in new tab)

Phone

(859) 801-5466

Can advise clients in 5 states: Arizona, Colorado, Kentucky, Ohio, Texas

Other planners in Fort Collins that publish fees

• Acorn Creek Capital LLCFort Collins$100⁠-⁠$350/hr, $1,000⁠-⁠$50,000
• Balanced Wealth Partners LLCFort Collins$3,000⁠-⁠$10,000
• Better Pockets FinancialFort Collins$250/hr, $500⁠-⁠$15,000
• Capstone Pacific Investment StrategiesFort Collins$250/hr, $500⁠-⁠$6,000
• FpfocoFort Collins$3,000, $625/mo
• Fruitage Financial LLCFort Collins$300/hr, $500⁠-⁠$5,000/qtr

Compare all 23 planners in Fort Collins