Tailored Tax and Wealth fees
Financial planner in Parker, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 21, 2026, Tailored Tax and Wealth (Parker, CO) charges a flat or project fee of $500-$10,000 for financial planning.
- Website: tailoredtaxandwealth.com (opens in new tab)
- Call (720) 767-2141
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change.
- Flat or project fee
- $500-
$10,000 Runs from below the Colorado median of $5,500 to above it.
“The negotiable fixed rate for creating one-time financial plans is between $500 and $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Tailored Tax and Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Description of Compensation Services are offered at a negotiable fixed fee which is established in the Engagement Letter.”
- “The negotiable fixed rate for portfolio management services is between $200 and $4,000 per month.”
- “Fees are billed monthly or quarterly based on the fixed fee stated in the Engagement Letter.”
About Tailored Tax and Wealth
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $50,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 21, 2026
- CRD number
- 337265 (opens in new tab)
- Phone
- (720) 767-2141
Other planners in Parker that publish fees
- Conexus Capital Management, LLCParkerHourly $550/hr, Flat $5,000-$10,000
- Eight Peaks Wealth ManagementParkerHourly $360/hr, Flat $4,200-$36,000
- JdyeageradvisorsParkerFlat $350
- Ten Talents Financial Planning LLCParkerHourly up to $650/hr, Flat $1,800-$12,000
- TrueVector Wealth AdvisorsParkerHourly $300/hr, Flat $2,000-$10,000
- Wealth Acumen, Inc.ParkerHourly up to $1,000/hr
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.