Wealth Watch Advisors, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$5,000

“The fixed fee for creating client financial plans typically ranges between $250 and $5,000.”

Annual fee

$5,000/yr

“Fees for a financial plan cannot exceed $5,000 annually.”

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

How Wealth Watch Advisors, Inc bills

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

• “Fees are paid by check to Wealth Watch Advisors in advance, but never more than six months in advance, with the remainder due upon presentation of the plan.”
• “Fees charged in advance will be refunded based on the prorated amount of work completed at the point of termination.”
• “The fees are negotiable, and the final fee schedule will be attached to the Financial Planning Agreement.”

How Wealth Watch Advisors, Inc’s fees compare

• Its flat or project fee of $250-$5,000 is below the Colorado median of $5,250. 25% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Englewood that publish a flat or project fee charge less.
• Its annual fee of $5,000 is below the Colorado median of $7,750. 23% of the 57 other Colorado planners that publish an annual fee charge less.

About Wealth Watch Advisors, Inc

• Firm size: 62 employees.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Divorce

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

2.52% a year

Clients

3,587

Employees

62

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$612,365,110

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

172002

Website

wwwjmartinwm.com (opens in new tab)

Phone

(855) 822-3708

Can advise clients in 42 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Wisconsin, Wyoming

Other planners in Englewood that publish fees

• Blue Heron CapitalEnglewood$350⁠-⁠$500/hr, $2,500
• Copper River Advisors LLCEnglewood$500
• New Light FinancialEnglewood$500/hr
• Ridgegate Advisors, LLCEnglewood$1,250
• Rigden Capital StrategiesEnglewood$300/hr, $1,500⁠-⁠$5,000
• Simpliphi CapitalEnglewood$1,000⁠-⁠$5,000

Compare all 9 planners in Englewood