The Horst Group, LLC fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, The Horst Group, LLC charges a flat or project fee of $2,500 and a quarterly fee of $3,250-$13,000 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.
- Flat or project fee
- $2,500
“The Financial Checkup service is a fixed fee in the amount of $2,500, paid in advance.”
- Quarterly fee
- $3,250-$13,000/qtr
“Client has total AUA of $2,100,000 and would have an annual AUA fee of $13,000, or $3,250 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Horst Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “No follow up services are provided with the Financial Check Up.”
- “The fee may be paid either by check or through an unaffiliated payment processing service.”
- “After the Financial Check Up service is completed, if the Client decides to engage THG under the Financial Life Management service, then the Financial Check Up fee will be applied to the Financial Life Management service fee.”
How The Horst Group, LLC’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.
- 9 of the 39 other planners in Denver that publish a flat or project fee charge less.
About The Horst Group, LLC
“We offer discretionary investment management and financial planning services.”
- Principal: Jonathan Horst
- 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
- Tax planning
- 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
- 2% a year
- Clients
- 34
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $28,900,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321135
- Phone
- (415) 318-7969
Can advise clients in 2 states: California, Colorado
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/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.