PlannerFees

Pulliam Family Office, LLC fees and pricing

Financial planner in Crested Butte, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 5, 2026, Pulliam Family Office, LLC charges $675 an hour, a flat or project fee of $45,000, and a monthly fee of $1,700 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$675/hr
“FAMILY OFFICE SERVICES FEES Pulliam Family Office charges clients fees at an maximum hourly rate of $675 per hour for family office services.”
Flat or project fee
$45,000
“The minimum fee is $600, and the maximum fixed fee is $45,000.”
Monthly fee
$1,700/mo
“Pulliam Family Office charges a $1,700 monthly retainer, payable monthly in advance, for financial planning services rendered.”

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

How Pulliam Family Office, LLC bills

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

  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
  • “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
  • “The Client may pay the fees owed for the financial planning services by arrange for separate payment based on the invoice for services provided to the client or by deducting the fee from an existing investment account.”

How Pulliam Family Office, LLC’s fees compare

  • Its hourly rate of $675 is above the Colorado median of $300. 99% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Crested Butte that publish an hourly rate charge less.
  • Its flat or project fee of $45,000 is above the Colorado median of $5,250. 98% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Pulliam Family Office, LLC

“Our Firm offers a variety of advisory services, which include discretionary, non-discretionary, investment management, financial planning, and assets under advisement.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Founded: 2019 (7 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning

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
1.5% a year
Minimum
$600 minimum fee (stated in brochure)
Clients
37
Employees
3
Works with
High net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$141,743,358
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
338839
Website
pulliamfamilyoffice.com (opens in new tab)
Phone
(972) 947-9400

Can advise clients in 2 states: Colorado, Texas

Other planners in Crested Butte that publish fees

Compare all 3 planners in Crested Butte

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.