Roots First Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$5,000

“AND CONSULTING RFWM charges an flat fee of $3,000 - $5,000 based on complexity and unique Client needs for financial planning.”

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

How Roots First Wealth Management bills

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

• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “For accounts held on the Altruist Platform fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts held on the AE Wealth Management platform fees are charged monthly in arrears calculated based on the average daily balance of the Account during the billing period.”

How Roots First Wealth Management’s fees compare

• Its flat or project fee of $3,000-$5,000 is below the Colorado median of $5,250. 39% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Highlands Ranch that publish a flat or project fee charge less.

About Roots First Wealth Management

• Principal: Matthew Y. Johnson
• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

33

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$16,600,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326161

Website

rootsfirstfinancial.com (opens in new tab)

Phone

(303) 867-6918

Other planners in Highlands Ranch that publish fees

• Hoku Partners LLCHighlands Ranch$250/hr
• Kozak & Tripp Private Asset Management, Inc.Highlands Ranch$250/hr, $1,000⁠-⁠$10,000
• Profiscal Wealth LLCHighlands Ranch$250/hr, $995
• Reflective FinancialHighlands Ranch$300/hr, $300⁠-⁠$24,000
• Rosel Wealth Management, LLCHighlands Ranch$20,000
• Yeti Wealth Management Group, LLCHighlands Ranch$350/hr

Compare all 8 planners in Highlands Ranch