Sustainable Wealth Strategies, LLC fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 20, 2026, Sustainable Wealth Strategies, LLC charges $250 an hour and a flat or project fee of $1,500-$12,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“In the event of early termination, upon 30 days written notice, the client will be billed for a prorated amount based on the hours completed at an hourly rate of $250.00.”
- Flat or project fee
- $1,500-$12,500
“The fixed fee can range between $1,500.00 and $12,500.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sustainable Wealth Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable and is due in total at the completion of work and delivery of the financial plan.”
- “The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis using the account value from the last business day of the previous quarter.”
- “Fees may be negotiable based on the relationship and specific needs or circumstances related to the client.”
How Sustainable Wealth Strategies, LLC’s fees compare
- Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
- 2 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$12,500 spans the Colorado median of $5,250. 67% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 14 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.
About Sustainable Wealth Strategies, LLC
“Because we offer investment management services, we have a financial incentive for the client to use our investment management services to implement our financial planning recommendations.”
- Firm size: 2 employees.
- Credentials named in the brochure: ChFC®.
- Founded: 2017 (9 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- 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
- 1.35% a year
- Employees
- 2
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 323611
- Phone
- (719) 265-9665
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
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.