Strong Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500

“Project-Based Financial Planning Services For Project-Based Financial Planning Services, we charge a fixed fee starting at $2,500, but fees could be higher based on the complexity of your financial situation, duration of the project, and scope of the engagement.”

Annual fee

$6,000/yr

“Ongoing Financial Planning For Ongoing Financial Planning, we charge a fixed annual fee starting at $6,000, but fees could be higher based on the complexity of your financial situation and scope of the engagement.”

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

How Strong Wealth bills

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

• “The fee is paid monthly in arrears based on the average daily balance throughout the month.”
• “Fees may be negotiable, and we reserve the right to offer fee waivers or discounts at our discretion, based on certain factors, such as the amount of assets under management.”
• “Accounts initiated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Strong Wealth’s fees compare

• Its flat or project fee of $2,500 is below the Colorado median of $5,250. 18% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 5 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.
• Its annual fee of $6,000 is below the Colorado median of $7,750. 37% of the 57 other Colorado planners that publish an annual fee charge less.
• 1 of the 6 other planners in Colorado Springs that publish an annual fee charge less.

About Strong Wealth

• Principal: Mitchell Moore
• Firm size: 2 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

59

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

$24,185,737

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316950

Website

strongwealth.net (opens in new tab)

Phone

(812) 216-4625

Can advise clients in 2 states: Florida, Indiana

Other planners in Colorado Springs that publish fees

• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Adelmann Financial, Inc.Colorado Springs$500⁠-⁠$1,000/qtr
• Altus Wealth Group, LLCColorado Springs$250/hr, $1,000⁠-⁠$10,000
• Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250⁠-⁠$3,500
• Baskin Financial PlanningColorado Springs$500⁠-⁠$3,000, $250⁠-⁠$3,000/mo

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