Perla Wealth LLC fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 12, 2026, Perla Wealth LLC charges a flat or project fee of up to $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- Up to $25,000
“Financial Perla Wealth LLC Part 2A / 2B Brochure – July 2026 Page 8 Planning fees are fixed and range from $0 to $25,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Perla Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The first quarter’s fee will be assessed on a prorated basis once all initial expected incoming transfers are complete.”
- “Thereafter, the fee will be quarterly in advance based on the market value of account(s) on the last day of the previous quarter.”
- “The fee is negotiable based on the size and number of the account(s) managed.”
How Perla Wealth LLC’s fees compare
- Its flat or project fee of up to $25,000 spans the Colorado median of $5,250. 85% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 30 of the 39 other planners in Denver that publish a flat or project fee charge less.
About Perla Wealth LLC
- Firm size: 2 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
- 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
- 1.55% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343191
- Phone
- (303) 409-4053
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
Is something on this page wrong or out of date?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.