Tucker Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$10,000

“The fixed fees range from $2,000 to $10,000.”

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

How Tucker Asset Management LLC bills

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

• “Fees are billed in arrears based on the average daily balance on a monthly basis.”
• “This fee is generally negotiable, but terms and advisory fee is agreed to in advance and acknowledged by the Plan Sponsor through the Plan Sponsor Agreement and/or Plan Provider’s account agreement.”
• “Fees will be billed as services are rendered.”

How Tucker Asset Management LLC’s fees compare

• Its flat or project fee of $2,000-$10,000 spans the Colorado median of $5,250. 62% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 6 of the 8 other planners in Littleton that publish a flat or project fee charge less.

About Tucker Asset Management LLC

• Firm size: 80 employees.
• Registered as an adviser: 2016 (10 years).

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% a year

Clients

2,943

Employees

80

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, and selecting other advisers

Assets managed

$603,562,776

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

174844

Website

tuckeram.com (opens in new tab)

Phone

(303) 734-1234

Can advise clients in 39 states: Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Michigan, Missouri, Mississippi, Montana, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, Wyoming

Other planners in Littleton that publish fees

• Agile Wealth LLCLittleton$285/hr, $249⁠-⁠$2,500/mo
• Be Your Best FinancialLittleton$320/hr, $3,800⁠-⁠$12,000
• Berenz Wealth Management, LLCLittleton$200/hr
• CDP Financial Group, LLCLittleton$150/hr, $5,000
• FTN Capital ManagementLittleton$350/hr
• Lampe Financial Group LLCLittleton$350/hr, $500⁠-⁠$10,000

Compare all 19 planners in Littleton