Strategic Wealth Partners, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$425/hr

“Our hourly charge is $425.00 per hour.”

Flat or project fee

$3,000⁠-⁠$25,000

“Fixed fee arrangements range from $3,000.00 to $25,000.00.”

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

How Strategic Wealth Partners, LLC bills

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

• “Fees are negotiable and will depend on the anticipated complexity of your plan.”
• “Fees for financial planning will be billed to each client and are payable in full at commencement of the engagement.”
• “Factors affecting fee percentages include the size of the account, complexity of asset structures, and other factors; in some circumstances these fees may be negotiable.”

How Strategic Wealth Partners, LLC’s fees compare

• Its hourly rate of $425 is above the Colorado median of $300. 87% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$25,000 spans the Colorado median of $5,250. 88% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Strategic Wealth Partners, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2011 (15 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Cash flow and budgeting
• Charitable giving

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

1.75% a year

Clients

52

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$14,213,382

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

156670

Phone

(719) 285-9530

Other planners in Colorado that publish fees

• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Ace Wealth Partners, LLCWestminster$200/hr, $1,500⁠-⁠$2,500

Compare all 479 planners in Colorado