Meritor Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$6,000

“Generally, the fixed fee will range from $3,000 to $6,000, depending on the scope and complexity involved.”

Annual fee

$6,000⁠-⁠$12,000/yr

“Generally, the annual fee will range from $6,000 to $12,000, depending on the scope and complexity involved.”

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

How Meritor Capital bills

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

• “Clients choosing this arrangement will pay a flat fee, determined in advance, as described in detail in Item 5, below.”
• “Clients choosing this arrangement will pay a flat fee, determined in advance, as described in detail in Item 5, below.”
• “Because our asset-based, ongoing fee is billed in arrears and it can often take a month or more for accounts to transfer to our management, we charge this fee to cover the cost of work performed in the first few months.”

How Meritor Capital’s fees compare

• Its flat or project fee of $3,000-$6,000 spans the Colorado median of $5,250. 42% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.
• Its annual fee of $6,000-$12,000 spans the Colorado median of $7,750. 54% of the 57 other Colorado planners that publish an annual fee charge less.
• 1 of the 4 other planners in Greenwood Village that publish an annual fee charge less.

About Meritor Capital

• 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

• Cash flow and budgeting

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% a year

Clients

7

Employees

1

Works with

High net worth individuals

Services reported to regulators

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

Assets managed

$25,074,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313102

Website

meritorcapital.com (opens in new tab)

Phone

(720) 792-4512

Other planners in Greenwood Village that publish fees

• Alpha Capital Family Office, LLCGreenwood Village$1,000⁠-⁠$300,000
• Bolhan WealthGreenwood Village$2,500⁠-⁠$10,000
• Dodds Wealth, LLCGreenwood Village$250/hr, $3,600⁠-⁠$25,000
• Downing Street Wealth Management LLCGreenwood Village$85/hr
• Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000⁠-⁠$20,000
• InclinevestGreenwood Village$400⁠-⁠$500/hr, $2,500⁠-⁠$12,000

Compare all 29 planners in Greenwood Village