Ridgegate Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,250

“Fees for financial planning services begin at $1250 and will be agreed upon in advance in each client’s planning agreement.”

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

How Ridgegate Advisors, LLC bills

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

• “Fees are negotiable at the sole discretion of Ridgegate. 2 Fees are calculated monthly on the average daily balance(s) in client accounts and collected by direct deduction in arrears each month.”
• “The remainder of the fee shall be due upon delivery of the completed plan.”
• “Fees are negotiable at the sole discretion of the Firm.”

How Ridgegate Advisors, LLC’s fees compare

• Its flat or project fee of $1,250 is below the Colorado median of $5,250. 9% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Englewood that publish a flat or project fee charge less.

About Ridgegate Advisors, LLC

• Firm size: 11 employees.
• Credentials named in the brochure: ChFC®.
• Founded: 2022 (4 years).

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

2% a year

Clients

199

Employees

11

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$118,964,626

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

334233

Website

ridgegatefinancial.com (opens in new tab)

Phone

(303) 791-2253

Can advise clients in 3 states: California, Colorado, Texas

Other planners in Englewood that publish fees

• Blue Heron CapitalEnglewood$350⁠-⁠$500/hr, $2,500
• Copper River Advisors LLCEnglewood$500
• New Light FinancialEnglewood$500/hr
• Rigden Capital StrategiesEnglewood$300/hr, $1,500⁠-⁠$5,000
• Simpliphi CapitalEnglewood$1,000⁠-⁠$5,000
• Wealth Watch Advisors, IncEnglewood$250⁠-⁠$5,000, $5,000/yr

Compare all 9 planners in Englewood