Moneycafe Advisors, LLC fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Moneycafe Advisors, LLC charges $295 an hour and an annual fee of $3,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $295/hr
“MoneyCafe Advisor’s hourly rate is $295.”
- Annual fee
- $3,000-$10,000/yr
“The Financial Planning fee is a flat fee ranging from $3,000 to $10,000 annually based upon the complexity of each client’s needs and the scope of services needed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Moneycafe Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fee is charged upon signing of the engagement agreement, and thereafter, for the ongoing monitoring of client’s financial plan including investment management services, the Firm collects a prorated annual fee monthly, in arrears.”
- “There are legacy clients of MoneyCafe that pay fees quarterly, in advance.”
- “Clients make payment by check or ACH using a third-party vendor.”
How Moneycafe Advisors, LLC’s fees compare
- Its hourly rate of $295 is below the Colorado median of $300. 49% of the 231 other Colorado planners that publish an hourly rate charge less.
- 20 of the 42 other planners in Denver that publish an hourly rate charge less.
- Its annual fee of $3,000-$10,000 spans the Colorado median of $7,750. 40% of the 57 other Colorado planners that publish an annual fee charge less.
- 7 of the 17 other planners in Denver that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Moneycafe Advisors, LLC
“MoneyCafe Advisors provides individuals/families and small business owners comprehensive financial planning services combined with investment management services or project-based financial planning services.”
- Principal: Suzue Sato
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 26
- 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
- $13,588,944
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150121
- Phone
- (303) 717-3540
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
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.