Systematic Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our hourly rate is $300. 9 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.”

Flat or project fee

$2,950⁠-⁠$10,000

“Fixed fee rates range between $2,950 to $10,000.”

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

How Systematic Wealth Management, Inc. bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Systematic Wealth Management, Inc.’s fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its flat or project fee of $2,950-$10,000 spans the Colorado median of $5,250. 66% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Glenwood Springs that publish a flat or project fee charge less.

About Systematic Wealth Management, Inc.

• Principal: August Jepsen
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement 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

Employees

1

Services reported to regulators

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

Assets managed

$3,381,122

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326687

Website

systematicwealth.us (opens in new tab)

Phone

(970) 832-0529

Other planners in Glenwood Springs that publish fees

• Antunes International Investment ManagementGlenwood Springs$300/hr, $1,000⁠-⁠$3,000
• Sunlight Peaks Financial Partners, LLCGlenwood Springs$25,000⁠-⁠$50,000
• 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

Compare all 3 planners in Glenwood Springs