Wealth Logic, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“The rate is $450 per hour, billed in 6minute increments.”

Flat or project fee

$1,800⁠-⁠$10,000

“The fee takes into consideration factors such as the complexity and scope of the project, and typically ranges from $1,800 to $10,000; the fixed fee for unique engagements may, however, fall outside this typical range.”

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

How Wealth Logic, LLC bills

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

• “Wealth Logic does not collect ANY fees in advance.”
• “The fixed fee will be determined in advance and disclosed on the client agreement. 1 Although Allan Roth is a licensed CPA, neither he nor the firm provides accounting services.”
• “Wealth Logic, LLC Form ADV Part 2A/2B Combined Brochure – 1132022 Page 5 of 17 Negotiable Fees The services to be provided to you and their specific fees will be detailed in your engagement agreement with our firm.”

How Wealth Logic, LLC’s fees compare

• Its hourly rate of $450 is above the Colorado median of $300. 89% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its flat or project fee of $1,800-$10,000 spans the Colorado median of $5,250. 61% of the 214 other Colorado planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wealth Logic, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2004 (22 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

55

Employees

1

Works with

High net worth individuals and charities

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

129599

Website

daretobedull.com (opens in new tab)

Phone

(719) 955-1001

Other planners in Colorado that publish fees

• 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
• Ace Wealth Partners, LLCWestminster$200/hr, $1,500⁠-⁠$2,500

Compare all 479 planners in Colorado