Nilsine Partners, LLC fees and pricing
Financial planner in Greenwood Village, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Nilsine Partners, LLC charges an annual fee of $12,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $12,500/yr
“The Firm reserves the discretion to charge a minimum annual fee of $12,500 to new clients to the firm after January 1, 2026.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nilsine Partners, LLC’s fees compare
- Its annual fee of $12,500 is above the Colorado median of $7,750. 67% of the 57 other Colorado planners that publish an annual fee charge less.
- 3 of the 4 other planners in Greenwood Village that publish an annual fee charge less.
About Nilsine Partners, LLC
- Principal: Nilsine Assets
- Firm size: 18 employees.
- Registered as an adviser: 2021 (5 years).
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
- $12,500 minimum fee (stated in brochure)
- Clients
- 540
- Employees
- 18
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $1,881,704,852
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 315694
- Phone
- (303) 529-5800
Can advise clients in 18 states: Arizona, California, Colorado, Florida, Idaho, Illinois, Kansas, Louisiana, Missouri, Montana, North Carolina, Nebraska, Oklahoma, South Dakota, Texas, Utah, Washington, Wyoming
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
Is something on this page wrong or out of date?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.