Sharkey Howes & Javer Inc fees and pricing
Financial planner in Denver, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 24, 2026, Sharkey Howes & Javer Inc charges a flat or project fee of $2,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$15,000
“The charge for us to develop your personal financial plan is billed by the project and may range between $2,000 and $15,000 dollars depending upon the complexity of your situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sharkey Howes & Javer Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The advisory fee payable for any Held Away Account will be deducted directly from that account, if possible, or another Client account if the plan does not allow fees to be paid from the account directly.”
- “If there are insufficient funds available in another Client account or believes that deducting the advisory fee from another Client account would be prohibited by applicable law, we will invoice you, unless other billing arrangements are made.”
- “In advance of our work, you’ll know what cost to expect and we will bill you at the time of service.”
How Sharkey Howes & Javer Inc’s fees compare
- Its flat or project fee of $2,000-$15,000 spans the Colorado median of $5,250. 74% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 24 of the 39 other planners in Denver that publish a flat or project fee charge less.
About Sharkey Howes & Javer Inc
“The core of our business is to offer objective personal financial planning that provides a thorough evaluation of noninvestment related issues including retirement, estate planning, education and family legacies.”
- Firm size: 13 employees.
- Registered as an adviser: 1991 (35 years).
Planning areas mentioned in the brochure
- Estate planning
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
- Clients
- 868
- Employees
- 13
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $1,125,728,474
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 106050
- Phone
- (303) 639-5100
Can advise clients in 19 states: Arizona, California, Colorado, Florida, Idaho, Illinois, Kansas, Louisiana, Missouri, North Carolina, Nebraska, New Hampshire, New Mexico, New York, Oregon, Texas, Virginia, Washington, Wyoming
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.