Von Reckers Wealth Management, Corp. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2023. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“(*The daily rate is calculated by dividing the annual asset-based fee rate by 365.) 3 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000.”

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How Von Reckers Wealth Management, Corp. bills

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

• “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 VRWM's fees within five business days of signing the Investment Advisory Contract.”
• “For all asset-based fees paid in advance, the fee refunded will be equal to the balance of the fees collected in advance minus the daily rate* times the number of days elapsed in the billing period up to and including the day of termination.”

How Von Reckers Wealth Management, Corp.’s fees compare

• Its flat or project fee of $1,000-$5,000 is below the Colorado median of $5,250. 27% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Von Reckers Wealth Management, Corp.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2011 (15 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

2% a year

Clients

94

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$26,100,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312790

Phone

(303) 280-8080

Other planners in Westminster that publish fees

• Ace Wealth Partners, LLCWestminster$200/hr, $1,500⁠-⁠$2,500
• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000

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