Wealth Engineers, LLC fees and pricing

Financial planner in Denver, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 2, 2026, Wealth Engineers, LLC charges an annual fee of $6,000 for financial planning.

Published fees

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

Annual fee: $6,000/yr; “Stand-alone ongoing financial planning services require a minimum annual fee of $6,000.”

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

“The risks associated with a particular strategy are provided to each Client in advance of investing Client accounts.”

Its annual fee of $6,000 is below the Colorado median of $7,750. 37% of the 57 other Colorado planners that publish an annual fee charge less.
6 of the 17 other planners in Denver that publish an annual fee charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Minimum: $3,750 minimum fee (stated in brochure)
Clients: 54
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $117,563,394
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 168578
Website: twitter.com/wealthengineers (opens in new tab)
Phone: (303) 500-3245

Can advise clients in 2 states: California, Colorado

Is something on this page wrong or out of date?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.