Nvest Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Hourly ($150/hr) plus a range of “all-in” programs for financial planning with ongoing support.”

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

How Nvest Advisors, LLC’s fees compare

• Its hourly rate of $150 is below the Colorado median of $300. 3% of the 231 other Colorado planners that publish an hourly rate charge less.
• None of the 23 other planners in Colorado Springs that publish an hourly rate charge less.

About Nvest Advisors, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

189

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

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

Assets managed

$22,805,161

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

277064

Website

nvestme.com (opens in new tab)

Phone

(719) 257-9301

Can advise clients in 4 states: Colorado, Kansas, Texas, Utah

Other planners in Colorado Springs that publish fees

• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Adelmann Financial, Inc.Colorado Springs$500⁠-⁠$1,000/qtr
• Altus Wealth Group, LLCColorado Springs$250/hr, $1,000⁠-⁠$10,000
• Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250⁠-⁠$3,500
• Baskin Financial PlanningColorado Springs$500⁠-⁠$3,000, $250⁠-⁠$3,000/mo

Compare all 49 planners in Colorado Springs