Otium Wealth Management fees and pricing
Financial planner in Fort Collins, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 20, 2026, Otium Wealth Management charges $300 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Fixed fees will not exceed $10,000 and hourly fees will not exceed $300 per hour.”
- Flat or project fee
- $10,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Otium Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annualized fee is prorated and charged monthly, in arrears, based on the ending market value of the Client’s assets under management as of the close of business on the last business day of the billing period.”
- “Clients will receive invoices that detail the advisory fees charged, including the calculation method, billing period, and any applicable adjustments or proration.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that billing period.”
How Otium Wealth Management’s fees compare
- Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
- 8 of the 14 other planners in Fort Collins that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the Colorado median of $5,250. 78% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 9 of the 11 other planners in Fort Collins that publish a flat or project fee charge less.
About Otium Wealth Management
“Our Firm offers a variety of advisory services, which includes discretionary investment management, financial planning, and independent third-party money management.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Founded: 2025.
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
- 0.12% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340157
- Phone
- (913) 226-3692
Can advise clients in 4 states: Alaska, Colorado, Kansas, Nebraska
Other planners in Fort Collins that publish fees
- Acorn Creek Capital LLCFort Collins$100-$350/hr, $1,000-$50,000
- Balanced Wealth Partners LLCFort Collins$3,000-$10,000
- Better Pockets FinancialFort Collins$250/hr, $500-$15,000
- Capstone Pacific Investment StrategiesFort Collins$250/hr, $500-$6,000
- FpfocoFort Collins$3,000, $625/mo
- Fruitage Financial LLCFort Collins$300/hr, $500-$5,000/qtr
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.