Snowcap Financial fees and pricing
Financial planner in Castle Rock, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 8, 2026, Snowcap Financial charges a flat or project fee of $600-$2,000, a monthly fee of $200-$666, and a quarterly fee of $600-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $600-$2,000
“Ongoing Financial Planning Financial Planning consists of an upfront charge of $600 - $2,000, which is due at the Advisor’s acceptance of the Agreement.”
- Monthly fee
- $200-$666/mo
“For clients paying monthly, the fee is $200-$666.67 per month.”
- Quarterly fee
- $600-$2,000/qtr
“For clients paying quarterly, the fee is $600-$2,000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Snowcap Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Fees are paid in advance, either monthly, quarterly or semi-annually.”
How Snowcap Financial’s fees compare
- Its flat or project fee of $600-$2,000 is below the Colorado median of $5,250. 10% of the 214 other Colorado planners that publish a flat or project fee charge less.
- None of the 5 other planners in Castle Rock that publish a flat or project fee charge less.
About Snowcap Financial
- Principal: Kyle Kues
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2021 (5 years).
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% a year
- Clients
- 45
- Employees
- 1
- Works with
- Individuals and pension and profit sharing plans
- 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
- $13,197,789
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313353
- Phone
- (720) 231-4787
Can advise clients in 3 states: Colorado, Massachusetts, Oklahoma
Other planners in Castle Rock that publish fees
- Castle Rock Investment CompanyCastle Rock$6,000-$40,000, $1,500/qtr
- DWM Family WealthCastle Rock$250/hr, $500-$10,000
- Fidelis Wealth AdvisorsCastle Rock$150-$300/hr, $2,500-$3,000
- Hill Country Kingdom AdvisorsCastle Rock$250/hr, $1,200-$10,000
- Jackson Creek Investment Advisors LLCCastle Rock$350/hr
- JD Haggar FinancialCastle Rock$2,000-$15,000
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.