Whipplewood Advisors, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated May 8, 2026, Whipplewood Advisors, LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “The hourly rate used for this purpose ranges from $150/hour to $500/hour depending on professional staff’s time allocated to preparation of the Plan.”

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

“The fees for our investment management are based on an annual percentage of assets and are applied to the account asset value on a pro-rata basis.”
“At our discretion, you may pay the advisory fees directly to our Firm by check.”
“The advisory fee will be pro-rated to the date of termination, for the day in which the cancellation notice was given and the earned fee billed to your account as indicated in your Agreement.”

Its hourly rate of $150 is below the Colorado median of $300. 3% of the 231 other Colorado planners that publish an hourly rate charge less.
None of the 8 other planners in Littleton that publish an hourly rate charge less.

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: 1.15% a year
Clients: 366
Employees: 6
Works with: Individuals, high net worth individuals, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $324,509,539
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 282860
Phone: (303) 551-8016

Is something on this page wrong or out of date?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