Lybis Investing fees and pricing
Financial planner in Broomfield, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Lybis Investing charges $100-$300 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 March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“Hourly fees are charged at a rate between $100 and $300 per planner-hour, including meeting time and preparation time (“Hourly Fee”).”
- Flat or project fee
- $1,000-$10,000
“Clients pay a flat fee ranging between $1,000 and $10,000 and make a deposit against the fee as agreed in advance and set forth in the written agreement between the Client and the Firm.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lybis Investing bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Lybis Investing may offer other consulting services, which may include financial advice and/or analysis of a specific client objective or situation, as defined and agreed on by the client and the Firm in advance.”
- “Such restrictions must be communicated to the Firm in advance and documented in writing.”
- “Fees for Investment Management Services Investment Management Services fees are billed quarterly and prorated based on the number of days that an account is open during the quarter.”
How Lybis Investing’s fees compare
- Its hourly rate of $100-$300 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
- 2 of the 7 other planners in Broomfield 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 5 other planners in Broomfield that publish a flat or project fee charge less.
About Lybis Investing
“Offered Lybis Investing provides two types of advisory services: Financial Planning Services and Investment Management Services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 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
- 0.75% a year
- Clients
- 15
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $4,943,828
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315770
- Phone
- (305) 608-2793
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
- James Morgan Asset Management, LLCBroomfield$175/hr, $1,500-$3,500
- Millennial Wealth Management, LLCBroomfield$300/hr, $600
- Peacock Financial, LLCBroomfield$175/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.