Root & Web Community Financial LLC fees and pricing
Financial planner in Commerce City, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 17, 2026, Root & Web Community Financial LLC charges $250-$650 an hour, a flat or project fee of $1,500-$7,000, and an annual fee of $2,500-$8,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$650/hr
“Limited-scope financial planning rates range from $250-$650 per hour.”
- Flat or project fee
- $1,500-$7,000
“One-time financial planning fees range from $1,500 - $7,000 per plan.”
- Annual fee
- $2,500-$8,000/yr
“Comprehensive financial planning fees for clients who do not engage our advisory services range from $2,500 to $8,000 per year, depending on the complexity of work and other factors.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Root & Web Community Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In addition to the custodial statements, the firm will provide the client with an itemized invoice of the fees, at or about the time those fees are deducted from their custodial account.”
- “Fees will be prorated for accounts either incepted or terminated in the middle of the billing period, based on the number of days services were provided.”
- “Financial planning services are billed on a flat-fee or hourly basis.”
How Root & Web Community Financial LLC’s fees compare
- Its hourly rate of $250-$650 spans the Colorado median of $300. 89% of the 231 other Colorado planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$7,000 spans the Colorado median of $5,250. 41% of the 214 other Colorado planners that publish a flat or project fee charge less.
- Its annual fee of $2,500-$8,000 spans the Colorado median of $7,750. 30% of the 57 other Colorado planners that publish an annual fee charge less.
About Root & Web Community Financial LLC
“Root & Web Community Financial LLC (“Root & Web,” “we,” “us,” “our,” and “firm”) is a stateregistered, fee-only financial planning firm that specializes in providing comprehensive financial planning and investment advisory services to individuals, groups of people, and small business.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
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, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342585
- Phone
- (720) 460-0351
Other planners in Colorado that publish fees
- 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
- Aberle Investment Management LLCEagle$300/hr
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Ace Wealth Partners, LLCWestminster$200/hr, $1,500-$2,500
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.