Targeted Wealth Solutions fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Targeted Wealth Solutions charges $350 an hour, a flat or project fee of $5,200, a monthly fee of $250, and a quarterly fee of $5,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“In this case, financial planning is billed at $350 per hour, billed in 30-minute increments.”
- Flat or project fee
- $5,200
“Targeted Wealth Solutions offers ongoing financial planning services that begin at $5,200.”
- Monthly fee
- $250/mo
“(annual fee + (quarter-end market value x applicable number of basis points))/4 Financial Coaching Monthly fees for Financial Coaching start at $250 per month, paid in arrears.”
- Quarterly fee
- $5,200/qtr
“For a client with $600,000 of Assets Under Management at the end of the quarter, the quarterly fee would be ($5,200 + ($100,000 x .0025))/4, or $1,362.50.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Targeted Wealth Solutions bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be paid by check or draft from US-based financial institutions.”
- “Targeted Wealth Solutions does not store any banking or credit card information for electronic or draft payments.”
- “Targeted Wealth Solutions does not charge $500 or more, 6 months or more in advance, before services are rendered.”
How Targeted Wealth Solutions’ fees compare
- Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
- 12 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
- Its flat or project fee of $5,200 is below the Colorado median of $5,250. 50% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 10 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.
About Targeted Wealth Solutions
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
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
- 0.25% a year
- Clients
- 104
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and educational seminars and workshops
- Assets managed
- $71,661,705
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282131
- Phone
- (303) 800-8179
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.