Millennial Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our rate is $300 per hour, billed in 1-minute increments (2 hours and 42 minutes would be 162 minutes x $5 per minute = $810).”

Flat or project fee

$600

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $600 and an ongoing fee that is paid monthly, in advance, at the rate of $200 for individuals and $250 for couples per month.”

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

How Millennial Wealth Management, LLC bills

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

• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “The fee may be negotiable in certain cases.”

How Millennial Wealth Management, LLC’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.
• 5 of the 7 other planners in Broomfield that publish an hourly rate charge less.
• Its flat or project fee of $600 is below the Colorado median of $5,250. 6% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 5 other planners in Broomfield that publish a flat or project fee charge less.

About Millennial Wealth Management, LLC

• Principal: Grayson Hofferber
• Firm size: 3 employees.
• Registered as an adviser: 2016 (10 years).

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

3% a year

Clients

108

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$36,012,614

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

284746

Website

millennialwealthmanagement.com (opens in new tab)

Phone

(303) 578-8535

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

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
• Lybis InvestingBroomfield$100⁠-⁠$300/hr, $1,000⁠-⁠$10,000
• Peacock Financial, LLCBroomfield$175/hr

Compare all 11 planners in Broomfield