Western Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$1,000/hr

“Our hourly fees range from $100 to $1,000.”

Flat or project fee

$100⁠-⁠$10,000

“Flat fees range from $100 to $10,000.”

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

How Western Wealth Management LLC bills

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

• “If you wish to terminate our services, you must contact us in writing and state that you wish to terminate, we will then refund the unearned portion of our advisory fee to you.”
• “Upon receipt of your letter of termination, we will proceed to close out your account and process a pro-rata refund of unearned advisory fees.”
• “For fees collected in arrears, we will proceed to close out your account and charge you a pro-rata advisory fee(s) for services rendered up to the point of termination.”

How Western Wealth Management LLC’s fees compare

• Its hourly rate of $100-$1,000 spans the Colorado median of $300. 97% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Golden that publish an hourly rate charge less.
• Its flat or project fee of $100-$10,000 spans the Colorado median of $5,250. 48% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in Golden that publish a flat or project fee charge less.

About Western Wealth Management LLC

• Principal: Lisa Esslinger
• Firm size: 98 employees.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Charitable giving

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

3% a year

Clients

11,019

Employees

98

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$5,357,377,284

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

283545

Website

durableadvisor.com (opens in new tab)

Phone

(303) 393-2404

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Golden that publish fees

• Alpine Financial Advisers, LLCGolden$1,000
• Aspen Leaf Wealth Management, PBCGolden$2,500/yr
• Gilpin Wealth Management LLCGolden$1,000⁠-⁠$50,000, $100⁠-⁠$1,000/qtr
• Gorham Wealth Management, LLCGolden$250/hr, $250
• Trailwise Financial Partners, LLCGolden$400/hr, $1,000⁠-⁠$20,000

Compare all 6 planners in Golden