Steele Street Private Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.00 per hour.”

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

How Steele Street Private Wealth Management bills

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

• “Asset-based fees are billed quarterly in advance and calculated on the market value on STEELE STREET PRIVATE WEALTH MANAGEMENT 50 South Steele Street, Suite 501, Denver, Colorado 80209 FORM ADV 2A Brochure 9 the last business day of the prior quarter.”
• “For the initial billing period, the advisory fee is billed in arrears and calculated on a pro rata basis for the number of days your account is under our management for the partial quarter.”
• “All additions and withdrawals will result in a prorated fee adjustment during the following quarter of the addition or withdrawal.”

How Steele Street Private Wealth Management’s fees compare

• Its hourly rate of $500 is above the Colorado median of $300. 92% of the 231 other Colorado planners that publish an hourly rate charge less.
• 38 of the 42 other planners in Denver that publish an hourly rate charge less.

About Steele Street Private Wealth Management

• Firm size: 2 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

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

1.5% a year

Clients

111

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$187,524,263

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

299856

Website

steelestpwm.com (opens in new tab)

Phone

(720) 730-2550

Can advise clients in 3 states: California, Colorado, Texas

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

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