Prudent Wealthcare fees and pricing

Published fees

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

Hourly rate

$250/hr

“Prudent Wealthcare LLC Form ADV Part 2 - 20260123 Page 6 of 21 CS2 Additional hours of service used may be billed at an hourly rate of $250 per hour.”

Annual fee

$2,000/yr

“Regarding ongoing advice provided to previously engaged clients, the annual fee shall be $2000 for an Individual and provide for up to 10 hours of listed services in a given calendar year or $3000 for a Couple residing in a household and provide for up to 15 hours of listed services in a given calendar year.”

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

How Prudent Wealthcare bills

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

• “Fees may be paid by check or draft from US-based financial institutions.”
• “The full fee may be billed upon the delivery of initial advice.”
• “The fee shall be due upon issuance of the Firm’s invoice.”

How Prudent Wealthcare’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.
• 2 of the 3 other planners in Monument that publish an hourly rate charge less.
• Its annual fee of $2,000 is below the Colorado median of $7,750. 11% of the 57 other Colorado planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Prudent Wealthcare

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

32

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281852

Website

nextdoor.com/pages/prudent-wealthcare-llc/?init_source=search&query=prudent%20wealthcare (opens in new tab)

Phone

(720) 598-8978

Other planners in Monument that publish fees

• Financial Action, Inc.Monument$175/hr
• Modern FinancialMonument$200/hr, $1,000⁠-⁠$15,000
• The Real Estate Whisperer(r)Monument$475/hr, $7,500⁠-⁠$12,500
• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr

Compare all 7 planners in Monument