Paramount Associates Wealth Management fees and pricing

Financial planner in Greenwood Village, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Paramount Associates Wealth Management charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis and billed quarterly in advance.”
“At our discretion, you may pay the advisory fees by check.”
“In addition, Paramount Associates will send an invoice on a quarterly basis.”

Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
3 of the 11 other planners in Greenwood Village that publish an hourly rate charge less.

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: 1.5% a year
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: $146,470,911
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 288537
Website: paramountassoc.com (opens in new tab)
Phone: (720) 921-1000

Can advise clients in 5 states: Colorado, New Jersey, New York, Texas, Wisconsin

Is something on this page wrong or out of date?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.