PlannerFees

Seva Wealth Management fees and pricing

Financial planner in Centennial, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Seva Wealth Management charges $150 an hour and a flat or project fee of $250⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“Consultation Services SWM charges a standard hourly fee of $150 per hour.”
Flat or project fee
$250⁠-⁠$10,000
“Comprehensive Financial Plan SWM charges a fixed fee of $250 - $10,000 based on complexity and unique Client needs for comprehensive financial plans.”

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

How Seva 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 for which services are provided during the given period.”
  • “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”
  • “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”

How Seva 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.
  • None of the 3 other planners in Centennial that publish an hourly rate charge less.
  • Its flat or project fee of $250-$10,000 spans the Colorado median of $5,250. 49% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 2 of the 3 other planners in Centennial that publish a flat or project fee charge less.

About Seva Wealth Management

“Vi-Bhakti Ventures trade name Seva Wealth Management ("SWM") was founded in 2013 and became a registered investment adviser in 2025, Lisa McCann is a 60% owner and also serves as the firm’s Chief Compliance Officer.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Founded: 2013 (13 years).

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% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
338344
Website
Seva-Wealth.com (opens in new tab)
Phone
(720) 985-8930

Other planners in Centennial that publish fees

Compare all 12 planners in Centennial

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