Tier One Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly rate used for this purpose is $300/hour.”

Flat or project fee

$1,000⁠-⁠$7,500

“Financial Planning fees are fixed fees and range from $1,000 to $7,500.”

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

How Tier One Wealth Management bills

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

• “The fees for portfolio management are based on an annual percentage of assets under management and are applied to the account asset value on a pro-rata basis.”
• “Advisory fees are billed monthly in arrears and calculated based on the month-end balance of the account(s).”
• “The initial advisory fee is prorated for the number of days that the Client’s account(s) is under the Adviser's management and is billed based on the value of the account(s) when the account(s) has been funded.”

How Tier One Wealth Management’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.
• 1 of the 2 other planners in Lone Tree that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$7,500 spans the Colorado median of $5,250. 41% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Lone Tree that publish a flat or project fee charge less.

About Tier One Wealth Management

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Minimum

$100,000 in assets (stated in brochure)

Clients

218

Employees

4

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 other services

Assets managed

$154,027,837

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

322893

Website

tieronewm.com (opens in new tab)

Phone

(303) 858-0000

Can advise clients in 5 states: California, Colorado, Florida, Nebraska, Texas

Other planners in Lone Tree that publish fees

• Evercurrent Wealth ManagementLone Tree$375/hr, $5,000
• Forward WealthLone Tree$2,500⁠-⁠$20,000
• GBG Wealth Management LLCLone Tree$2,500
• Stonebridge Financial Solutions, IncLone Tree$250/hr

Compare all 9 planners in Lone Tree