Welch Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$500/hr

“Hourly fees range from $350 to $500/hour.”

Flat or project fee

$2,500⁠-⁠$20,000

“The fixed fees range from $2,500 to $20,000.”

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

How Welch Financial Planning, LLC bills

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

• “Fees will be calculated as a percentage of assets under management (AUM) based on the average daily balance of account(s) and deducted from Client account(s) in arrears on a monthly basis.”
• “The fee is negotiable based on the size and number of the account(s) managed.”
• “The fee is calculated and collected monthly in arrears, meaning the Firm collects the management fee at the end of each calendar month.”

How Welch Financial Planning, LLC’s fees compare

• Its hourly rate of $350-$500 is above the Colorado median of $300. 87% of the 231 other Colorado planners that publish an hourly rate charge less.
• 12 of the 13 other planners in Boulder that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$20,000 spans the Colorado median of $5,250. 83% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in Boulder that publish a flat or project fee charge less.

About Welch Financial Planning, LLC

• Principal: Tron Welch
• Firm size: 6 employees.
• Registered as an adviser: 2024 (2 years).

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

1.5% a year

Clients

157

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$198,095,637

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

329418

Website

facebook.com/WelchFP (opens in new tab)

Phone

(303) 939-8766

Can advise clients in 3 states: Colorado, Florida, Louisiana

Other planners in Boulder that publish fees

• Bear Peak Financial, LLCBoulder$200/hr
• Berman, GilBoulder$450/hr, $1,250⁠-⁠$10,000/qtr
• Business Financial Strategies, LTD.Boulder$125/hr
• Caledonia Wealth Management, LTD.Boulder$150⁠-⁠$250/hr
• Colorado Capital ManagementBoulder$250/hr, $2,500⁠-⁠$5,000
• Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000⁠-⁠$10,000

Compare all 28 planners in Boulder