Mathies Financial Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Fees are calculated by multiplying the time spent on the plan to the date of termination by the rate of $250 per hour.”

Flat or project fee

$6,000

“Fees for financial plans are charged on a fixed basis, with a maximum of $6,000 that is negotiable based on the actual services requested, the complexity of your situation and time frame involved (i.e., request for expedited delivery).”

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

How Mathies Financial Partners bills

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

• “Any fees charged by them for their professional services are separate from the advisory fees charged by us and will be billed directly to you.”
• “If services are terminated, we refund any unearned fees.”
• “If that prorated fee is less than the prepaid fees, a refund is provided to you.”

How Mathies Financial Partners’ 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.
• Its flat or project fee of $6,000 is above the Colorado median of $5,250. 62% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Mathies Financial Partners

• Firm size: 4 employees.
• Registered as an adviser: 2026.

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

1.7% a year

Clients

324

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$103,963,088

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

150079

Website

mathiesfp.com (opens in new tab)

Phone

(719) 434-3939

Can advise clients in 3 states: Arizona, Colorado, Texas

Other planners in Pueblo that publish fees

• Century InvestmentsPueblo$225/hr
• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000

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