Trail Ridge Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Trail Ridge Investment Advisors, LLC 7 FINANCIAL PLANNING FEES Hourly Fees The hourly rate for financial planning services is $250, with a minimum fee of $1,000 per engagement.”

Monthly fee

$100/mo

“Trailhead Financial Advisory Service™ TRIA charges a recurring annual base fee of $1,200 ($100 per month).”

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

How Trail Ridge Investment Advisors, LLC bills

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

• “Fees are paid either monthly or quarterly in arrears.”
• “Asset-based portfolio management fees are either withdrawn directly from the client's accounts or invoiced and billed directly to the client; clients may select the method in which they are billed.”
• “If the client does not have a taxable account, fees will be invoiced and billed directly to the client.”

How Trail Ridge Investment Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 5 of the 14 other planners in Fort Collins that publish an hourly rate charge less.

About Trail Ridge Investment Advisors, LLC

• Firm size: 11 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning

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

1.1% a year

Minimum

$200,000 in assets (stated in brochure)

Clients

158

Employees

11

Works with

Individuals, high net worth individuals, charities, insurance companies, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$352,912,500

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284741

Website

trailridgewm.com (opens in new tab)

Phone

(970) 305-5150

Can advise clients in 3 states: Colorado, Texas, Wyoming

Other planners in Fort Collins that publish fees

• Acorn Creek Capital LLCFort Collins$100⁠-⁠$350/hr, $1,000⁠-⁠$50,000
• Balanced Wealth Partners LLCFort Collins$3,000⁠-⁠$10,000
• Better Pockets FinancialFort Collins$250/hr, $500⁠-⁠$15,000
• Capstone Pacific Investment StrategiesFort Collins$250/hr, $500⁠-⁠$6,000
• FpfocoFort Collins$3,000, $625/mo
• Fruitage Financial LLCFort Collins$300/hr, $500⁠-⁠$5,000/qtr

Compare all 23 planners in Fort Collins