Sella Wealth fees
Financial planner in Fort Collins, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 7, 2026, Sella Wealth (Fort Collins, CO) charges a flat or project fee of $3,000-$20,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 7, 2026. Fees can change.
- Flat or project fee
- $3,000-
$20,000 Runs from below the Colorado median of $5,500 to above it.
“The minimum fixed fee is generally $3,000, and the maximum fixed fee is generally no more than $20,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Sella Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “If asset management services commence in the middle of a billing period, the fee for the initial billing period is a prorated fee billed in arrears and based on the number of days remaining in the billing period.”
- “Fees charged for our asset management services are negotiable at the firm’s discretion.”
About Sella Wealth
“Sella Wealth offers financial planning services, which involve preparing a written financial plan covering specific or multiple topics.”
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and newsletters and publications
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 7, 2026
- CRD number
- 344310 (opens in new tab)
- Phone
- (303) 809-2860
Other planners in Fort Collins that publish fees
- FPFoCoFort CollinsFlat from $3,000
- Taylors FinancialFort CollinsFlat $2,000-$5,000
- OakTree Financial Planning, LLCFort CollinsHourly $500/hr
- The William Allan CorporationFort CollinsHourly $325/hr
- Reset Financial Planning LLCFort CollinsHourly up to $500/hr, Flat up to $10,000
- Acorn Creek Capital LLCFort CollinsHourly $100-$350/hr, Flat $1,000-$50,000
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.