Sevenwealth LLC fees and pricing
Financial planner in Longmont, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Sevenwealth LLC charges a flat or project fee of $7,000 and a monthly fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,000
“- 3- LIFE AND FINANCIAL PLANNING SevenWealth charges a negotiable fixed fee of $7,000 for financial planning.”
- Monthly fee
- $1,000/mo
“Fees for financial plans are due $1,000 upon commencement of the Advisory Agreement and $1,000 per month in arrears thereafter until paid in full.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sevenwealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Subsequent years are $2,000 each, billed quarterly in arrears.”
- “Fees are billed quarterly in arrears based on the value of assets managed as of the close of business on the last business day of the billing period.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Sevenwealth LLC’s fees compare
- Its flat or project fee of $7,000 is above the Colorado median of $5,250. 67% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 5 of the 5 other planners in Longmont that publish a flat or project fee charge less.
About Sevenwealth LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.05% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338710
- Phone
- (303) 532-8394
Other planners in Longmont that publish fees
- Best Life Financial Planning, LLCLongmont$200/hr, $1,000-$7,000
- Boulder Financial Planning CompanyLongmont$450/hr, $1,000-$10,000
- Ellis Financial Solutions LLCLongmont$150-$500
- Momentum Financial Planning LLCLongmont$3,299, $349-$478/mo
- MoneyfullLongmont$250-$450/hr
- My Wealth PlannersLongmont$10,000/yr
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.