Vantalith Wealth fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 15, 2026, Vantalith Wealth charges $750 an hour and a flat or project fee of $25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $750/hr
“Hourly fees will not exceed $750 per hour.”
- Flat or project fee
- $25,000
“Fixed fees will generally not exceed $25,000 depending on the scope and complexity of the client’s individual circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vantalith Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The specific fee schedule is outlined below and is negotiable under certain circumstances at the Firm's discretion.”
- “Our annual fee is prorated and charged monthly, in arrears, based on the average daily value of the Client’s assets under management during the billing period.”
- “Client’s will receive invoices that detail the advisory fees charged, including the calculation method, billing period, and any applicable adjustments or proration.”
How Vantalith Wealth’s fees compare
- Its hourly rate of $750 is above the Colorado median of $300. 99% of the 231 other Colorado planners that publish an hourly rate charge less.
- 23 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
- Its flat or project fee of $25,000 is above the Colorado median of $5,250. 95% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 18 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.
About Vantalith Wealth
“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, consulting services and assets under advisement, independent third-party money management, and retirement services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 342746
- Phone
- (303) 505-0600
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
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.