Rosel Wealth Management, LLC fees and pricing
Financial planner in Highlands Ranch, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 15, 2026, Rosel Wealth Management, LLC charges a flat or project fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $20,000
“Flat fees will not exceed $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rosel Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a prorata basis quarterly in advance based on the market value of the account(s) on the last day of the previous quarter.”
- “Our firm bills on cash unless indicated otherwise ADV Part 2A – Firm Brochure Page 9 Rosel Wealth Management, LLC in writing.”
- “In rare cases, our firm will agree to invoice directly.”
How Rosel Wealth Management, LLC’s fees compare
- Its flat or project fee of $20,000 is above the Colorado median of $5,250. 92% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in Highlands Ranch that publish a flat or project fee charge less.
About Rosel Wealth Management, LLC
“Offered Our Firm offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning, consulting services and assets under advisement, independent third-party money management, and retirement services.”
- Firm size: 4 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement 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
- $1,000,000 in assets (stated in brochure)
- Clients
- 317
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $630,237,813
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291065
- Phone
- (303) 647-3801
Can advise clients in 12 states: Arizona, California, Colorado, Florida, Kansas, Louisiana, Nebraska, New Hampshire, New York, Oklahoma, Texas, Wisconsin
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
- Roots First Wealth ManagementHighlands Ranch$3,000-$5,000
- Yeti Wealth Management Group, LLCHighlands Ranch$350/hr
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.