Normandy Capital Management, LLC fees and pricing
Financial planner in Lakewood, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, Normandy Capital Management, LLC charges $25-$500 an hour and a flat or project fee of $50-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $25-$500/hr
“Fees may be on an hourly basis of $25.00 - $500.00 an hour, or on a flat fee from $50.00 - $15,000.00.”
- Flat or project fee
- $50-$15,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Normandy Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are charged every three months in arrears unless we both agree to other terms, beginning the first full month after which you sign our agreement.”
- “Pro-rata fees are assessed in the event the Agreement is executed other than the first day of the quarter.”
- “Our fees are charged every three months in arrears unless we both agree to other terms, beginning the first full month after which you sign our agreement.”
How Normandy Capital Management, LLC’s fees compare
- Its hourly rate of $25-$500 spans the Colorado median of $300. 46% of the 231 other Colorado planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Lakewood that publish an hourly rate charge less.
- Its flat or project fee of $50-$15,000 spans the Colorado median of $5,250. 70% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 4 of the 5 other planners in Lakewood that publish a flat or project fee charge less.
About Normandy Capital Management, LLC
“We offer investment advisory services including investment management services and financial planning. We also provide services to retirement plans.”
- Firm size: 5 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 2% a year
- Clients
- 182
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $67,904,820
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 142315
- Phone
- (303) 893-8700
Other planners in Lakewood that publish fees
- Alignpoint WealthLakewood$10,000-$40,000/yr
- Bason Asset ManagementLakewood$3,000-$4,000, $1,450/qtr
- Financial Security Management, IncLakewood$400/hr
- Hinds Financial Group IncLakewood$150/hr, $1,000
- Innovative Financial, LLCLakewoodUp to $5,000, $1,000-$10,000/qtr
- Ironfjord Wealth ManagementLakewood$1,000-$18,000, $8,000-$40,000/yr
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.