To Wealth, LLC fees and pricing

Financial planner in Boulder, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, To Wealth, LLC charges a quarterly fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $2,500/qtr; “TO Wealth has a minimum fee of $2,500 per quarter for new clients.”

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

“For any Special Project engagements where a fixed fee will be charged, a scope and cost will be determined and agreed to by the client in advance of the work.”
“Special Project fees are invoiced upon completion of project goal(s) and/or deliverable(s) and are due Page | 3 upon receipt.”
“If the scope of the Special Project is extensive, TO Wealth reserves the right to invoice at interim milestones agreed upon by the client and the firm.”

“Firm Services TO Wealth provides holistic and comprehensive financial planning and investment management services for its clients.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2018 (8 years).

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: 3% a year
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 28
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $48,754,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 291594
Website: to-wealth.com (opens in new tab)
Phone: (303) 209-8480

Is something on this page wrong or out of date?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.