Wealth Acumen, Inc. fees
Financial planner in Parker, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Wealth Acumen, Inc. (Parker, CO) charges up to $1,000 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change.
- Hourly rate
- Up to $1,000/hr
Can go up to $1,000; the Colorado median is $293.
“For hourly fee engagements that are expected to exceed $1,000, typically one-half of the estimated total fee will be collected upon execution, with the balance either billed and payable in installments as the work progresses or billed and payable upon final completion of the engagement unless otherwise agreed in…”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2005 (21 years)
How Wealth Acumen, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed fees and minimum total hourly fees are due and payable in full upon execution of a contract.”
About Wealth Acumen, Inc.
- Founded: 2004 (22 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $27.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 17, 2026
- CRD number
- 133475 (opens in new tab)
- Phone
- (303) 840-0003
Other planners in Parker that publish fees
- Conexus Capital Management, LLCParkerHourly $550/hr, Flat $5,000-$10,000
- Eight Peaks Wealth ManagementParkerHourly $360/hr, Flat $4,200-$36,000
- JdyeageradvisorsParkerFlat $350
- Tailored Tax and WealthParkerFlat $500-$10,000
- Ten Talents Financial Planning LLCParkerHourly up to $650/hr, Flat $1,800-$12,000
- TrueVector Wealth AdvisorsParkerHourly $300/hr, Flat $2,000-$10,000
Is something on this page wrong or out of date?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.