Sobel Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$5,000/yr

“ONGOING FEES Sobel charges an annual fee, billed monthly in advance, of no more than $5,000/year.”

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

How Sobel Financial LLC bills

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

• “Fees are billed quarterly in advanced based on the value of assets managed as of the close of business on the last business day of the quarter.”
• “The fees will be charged quarterly in advance and are based on the amount of assets under management as of the last day of the previous quarter.”
• “In the event the client terminated the agreement within the quarter, the client is entitled to retain a pro-rata refund based on the number of days the client is not invested during the current quarter.”

How Sobel Financial LLC’s fees compare

• Its annual fee of $5,000 is below the Colorado median of $7,750. 23% of the 57 other Colorado planners that publish an annual fee charge less.
• 1 of the 17 other planners in Denver that publish an annual fee charge less.

About Sobel Financial LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners

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

1.19% a year

Clients

53

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$16,572,399

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

304019

Website

sobelfinancial.com (opens in new tab)

Phone

(720) 583-8222

Other planners in Denver that publish fees

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• 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

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