Schutte Financial LLC fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 13, 2026, Schutte Financial LLC charges $290 an hour, a flat or project fee of $500-$5,000, and a monthly fee of $90 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $290/hr
“The rate for issuing client financial advice is an hourly fee of $290.”
- Flat or project fee
- $500-$5,000
“The rate for conducting a pension or employee benefit evaluation is a fixed fee of $500 $5,000 based on complexity of scope and size of organization.”
- Monthly fee
- $90/mo
“The rate for creating and maintaining an online client financial plan is a monthly fee of $90.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Schutte Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For contracts terminated mid-month, clients will be responsible for paying the prorated advisory fee (earned but unpaid), which will be equal to the daily rate* times the number of days in the month up to and including the effective date of termination.”
- “Fees are due in advance via PayPal.com with Schutte Financial’s recommendations due no later than six months following payment.”
- “Any unearned fixed fees that are collected in advance will be refunded based on the prorated amount of work completed at the point of termination.”
How Schutte Financial LLC’s fees compare
- Its hourly rate of $290 is below the Colorado median of $300. 48% of the 231 other Colorado planners that publish an hourly rate charge less.
- 19 of the 42 other planners in Denver that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 is below the Colorado median of $5,250. 25% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 15 of the 39 other planners in Denver that publish a flat or project fee charge less.
About Schutte Financial LLC
“Schutte Financial also offers a personal financial planning service with client tailored advice for special evaluations with strategic recommendations.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Military and veterans
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 62
- Employees
- 1
- Works with
- Individuals and pooled investment vehicles
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, market timing, and educational seminars and workshops
- Assets managed
- $18,900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285217
- Phone
- (303) 968-9330
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
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.