Vascorp Wealth Advisors fees and pricing

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

According to its Form ADV Part 2A brochure dated January 9, 2026, Vascorp Wealth Advisors charges $250 an hour and a flat or project fee of $500⁠-⁠$6,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Generally, clients pay on a retainer basis as services are rendered billed at $250 per hour.”
Flat or project fee
$500⁠-⁠$6,000
“Financial planning services range from $500 to $6000 for a plan focusing on retirement income, long term care needs and estate planning.”

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

How Vascorp Wealth Advisors bills

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

  • “How Fees Are Paid Investment management is billed and deducted directly from the client account at the end of each month.”
  • “Since all accounts are billed at the same time, an account opened during the middle of a month will be billed only for the time assets are under management.”

How Vascorp Wealth Advisors’ 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.
  • None of the 4 other planners in Arvada that publish an hourly rate charge less.
  • Its flat or project fee of $500-$6,000 spans the Colorado median of $5,250. 32% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 2 of the 4 other planners in Arvada that publish a flat or project fee charge less.

About Vascorp Wealth Advisors

“The Vascorp Wealth Advisors provides retirement and estate planning. We may provide investment advice and for some clients and/or manage investment accounts on a fully discretionary basis to achieve the client's retirement income objectives.”
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®.
  • Founded: 1991 (35 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting

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
1.3% a year
Clients
42
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$16,128,508
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
115643
Phone
(303) 467-3776

Other planners in Arvada that publish fees

Compare all 9 planners in Arvada

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