Profiscal Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Consulting Services are offered based on a standard hourly fee of $250 per hour.”

Flat or project fee

$995

“Full Financial Plans are offered for a standard flat fee of $995.”

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

How Profiscal Wealth LLC bills

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

• “Fees are billed quarterly in arrears based on an average daily balance of the account for the billing period.”
• “For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and is charged as a percentage of the Included Assets.”

How Profiscal Wealth LLC’s fees compare

• 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.
• None of the 4 other planners in Highlands Ranch that publish an hourly rate charge less.
• Its flat or project fee of $995 is below the Colorado median of $5,250. 7% of the 214 other Colorado planners that publish a flat or project fee charge less.
• None of the 4 other planners in Highlands Ranch that publish a flat or project fee charge less.

About Profiscal Wealth LLC

• Principal: John Sardoni
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Founded: 2025.

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% 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

339719

Phone

(303) 862-1141

Other planners in Highlands Ranch that publish fees

• Hoku Partners LLCHighlands Ranch$250/hr
• Kozak & Tripp Private Asset Management, Inc.Highlands Ranch$250/hr, $1,000⁠-⁠$10,000
• Reflective FinancialHighlands Ranch$300/hr, $300⁠-⁠$24,000
• Roots First Wealth ManagementHighlands Ranch$3,000⁠-⁠$5,000
• Rosel Wealth Management, LLCHighlands Ranch$20,000
• Yeti Wealth Management Group, LLCHighlands Ranch$350/hr

Compare all 8 planners in Highlands Ranch