Protocol Wealth, LLC fees and pricing

Financial planner in Denver, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated October 1, 2026, Protocol Wealth, LLC charges a monthly fee of $300 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Monthly fee: $300/mo; “Protocol Wealth charges a minimum fee of $300 per month per client relationship.”

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

“Fees are negotiable, and the schedule below is our general pricing.”
“Clients may instead be invoiced and pay by ACH through Mercury or by card through Stripe.”
“Fees are billed after services are rendered.”

“We provide financial planning either alongside investment management or on its own.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Minimum: $300 minimum fee (stated in brochure)
Clients: 48
Employees: 3
Works with: Individuals, high net worth individuals, and pooled investment vehicles
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed: $153,000,000
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 335298
Website: protocolwealth.io (opens in new tab)
Phone: (720) 439-9055

Can advise clients in 4 states: Colorado, Florida, New York, Pennsylvania

Is something on this page wrong or out of date?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