The Wealth Conservancy, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$50,000

“Historically, project fees range from $1,000 to $50,000.”

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

How The Wealth Conservancy, Inc. bills

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

• “Investment management fees charged by The Wealth Conservancy, Inc. are negotiable and can be different than those set forth in the standard fee schedule noted above.”
• “If the client is an Asset Management client who is paying TWC for project work, the fees are either added to the client's quarterly billing or billed separately as is appropriate to the project work.”
• “The Wealth Conservancy, Inc.’s fees are billed quarterly, in advance, at the beginning of each calendar quarter.”

How The Wealth Conservancy, Inc.’s fees compare

• Its flat or project fee of $1,000-$50,000 spans the Colorado median of $5,250. 95% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 9 of the 9 other planners in Boulder that publish a flat or project fee charge less.

About The Wealth Conservancy, Inc.

• Firm size: 6 employees.
• Registered as an adviser: 1983 (43 years).

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

Minimum

$10,000 minimum fee (stated in brochure)

Clients

47

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$260,006,850

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

112024

Website

facebook.com/myrasalzer (opens in new tab)

Phone

(303) 444-1919

Can advise clients in 4 states: California, Colorado, New Hampshire, Texas

Other planners in Boulder that publish fees

• Bear Peak Financial, LLCBoulder$200/hr
• Berman, GilBoulder$450/hr, $1,250⁠-⁠$10,000/qtr
• Business Financial Strategies, LTD.Boulder$125/hr
• Caledonia Wealth Management, LTD.Boulder$150⁠-⁠$250/hr
• Colorado Capital ManagementBoulder$250/hr, $2,500⁠-⁠$5,000
• Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000⁠-⁠$10,000

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