Scope Wealth Management fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 11, 2026, Scope Wealth Management charges $150 an hour and a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Our hourly rate is $150 per hour.”
- Flat or project fee
- $2,500
“We create comprehensive standalone financial plans for $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Scope Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be fixed or hourly and are due upon delivery of the plan.”
- “Fees are deducted from client accounts on a quarterly basis in arrears.”
- “Fees may be paid by check at the client’s request.”
How Scope Wealth Management’s fees compare
- Its hourly rate of $150 is below the Colorado median of $300. 3% of the 231 other Colorado planners that publish an hourly rate charge less.
- 1 of the 42 other planners in Denver that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the Colorado median of $5,250. 18% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 9 of the 39 other planners in Denver that publish a flat or project fee charge less.
About Scope Wealth Management
“Scope Wealth Management, LLC is an investment advisory firm that provides personalized financial planning and discretionary investment management for private clients.”
- Firm size: 2 employees.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Charitable giving
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
- 1.25% a year
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 23
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $7,044,064
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 179534
- Phone
- (303) 523-2032
Can advise clients in 2 states: California, Colorado
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.