Varra Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$25,000

“The negotiated fixed rate for creating client financial plans is between $2,500 and $25,000.”

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

How Varra Financial bills

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

• “Clients may terminate the agreement without penalty for a full refund of VWML's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of VWML's fees within five business days of signing the Investment Advisory Contract.”

How Varra Financial’s fees compare

• Its flat or project fee of $2,500-$25,000 spans the Colorado median of $5,250. 86% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Louisville that publish a flat or project fee charge less.

About Varra Financial

• Firm size: 8 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

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

1% a year

Clients

508

Employees

8

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$305,597,234

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

324044

Website

varrafinancial.com (opens in new tab)

Phone

(303) 665-2822

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

Other planners in Louisville that publish fees

• Ama Financial Planning LLCLouisville$250/hr, $2,500
• Go Fish Finance, LLCLouisville$350/hr, $5,000
• Heritage Planning & Investing Services, LLCLouisville$45⁠-⁠$100/hr
• Peak Asset Management, LLCLouisville$2,500⁠-⁠$10,000
• Simmons Investment Management LLCLouisville$300/hr, $900⁠-⁠$9,000

Compare all 9 planners in Louisville