Snowball Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The negotiated hourly fee for these services is $250.”

Flat or project fee

$2,000⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $2,000 and $5,000.”

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

How Snowball Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee is negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of SWM's fees within five business days of signing the Investment Advisory Contract.”
• “Fees are charged in arrears upon completion. 4 Wealth Management Fees Wealth management fees are fixed, and paid annually or semi-annually in arrears.”

How Snowball Wealth Management’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 4 of the 13 other planners in Boulder that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$5,000 is below the Colorado median of $5,250. 35% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 9 other planners in Boulder that publish a flat or project fee charge less.

About Snowball Wealth Management

• Firm size: 4 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2005 (21 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

Clients

162

Employees

4

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$139,304,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

137419

Website

facebook.com/people/Snowball-Wealth-Management/100057174681998 (opens in new tab)

Phone

(303) 666-6292

Can advise clients in 5 states: Arizona, California, Colorado, Illinois, Texas

Other planners in Boulder that publish fees

• Bear Peak Financial, LLCBoulder$200/hr
• Berman, GilBoulder$450/hr, $1,250⁠-⁠$10,000/qtr
• Business Financial Strategies, LTD.Boulder$125/hr
• Caledonia Wealth Management, LTD.Boulder$150⁠-⁠$250/hr
• Colorado Capital ManagementBoulder$250/hr, $2,500⁠-⁠$5,000
• Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000⁠-⁠$10,000

Compare all 28 planners in Boulder