My Wealth Planners fees and pricing
Financial planner in Longmont, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 20, 2026, My Wealth Planners charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“A client with $2,500,000 in non-managed assets and $500,000 in liabilities would have a provisional annual fee of $10,000 (($2,500,000-$500,000) * .005).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How My Wealth Planners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees charged for non-managed assets will be paid monthly in arrears via debit card, ACH, or credit card payment.”
- “Investment Management Services FEES GENERALLY (AVERAGE DAILY BALANCE METHOD) We charge our clients a one-percent annual fee for managed investments that is calculated and paid monthly in arrears.”
- “Fee for service will be quoted in advance and charged in arrears at the end of the engagement, and may include a separate fee to reimburse costs of travel or other necessary costs incurred as part of the consultation service.”
How My Wealth Planners’ fees compare
- Its annual fee of $10,000 is above the Colorado median of $7,750. 58% of the 57 other Colorado planners that publish an annual fee charge less.
- 1 of the 2 other planners in Longmont that publish an annual fee charge less.
About My Wealth Planners
- Principal: Daniel Yerger
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- 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
- Minimum
- $6,000 minimum fee (stated in brochure)
- Clients
- 175
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $98,958,912
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 305664
- Phone
- (303) 600-3757
Other planners in Longmont that publish fees
- Best Life Financial Planning, LLCLongmont$200/hr, $1,000-$7,000
- Boulder Financial Planning CompanyLongmont$450/hr, $1,000-$10,000
- Ellis Financial Solutions LLCLongmont$150-$500
- Momentum Financial Planning LLCLongmont$3,299, $349-$478/mo
- MoneyfullLongmont$250-$450/hr
- Prosperity Investment Advisors, Inc.Longmont$195/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.