Wisdom Wealth Strategies fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“We are compensated for project-based services on a fixed fee basis ranging from $500 to $10,000 per plan, and the fee will be determined by the complexity of the engagement, the time involved developing the plan, number of accounts involved, etc.”

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

How Wisdom Wealth Strategies bills

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

• “Our published fees should not be considered negotiable, but we do discount accounts for our associates and their family members, as well as pre-existing (“legacy”) accounts.”
• “Fees for financial planning and investment management services may be paid by check or teller’s draft from US-based financial institutions.”
• “The remainder of the fee will be due in 6 months or upon completion of the agreed-upon services, whichever occurs first.”

How Wisdom Wealth Strategies’ fees compare

• Its flat or project fee of $500-$10,000 spans the Colorado median of $5,250. 50% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.

About Wisdom Wealth Strategies

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®, EA, and ChFC®.
• Registered as an adviser: 2021 (5 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

Clients

219

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$190,454,507

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170230

Website

facebook.com/wisdomwealthstrategies (opens in new tab)

Phone

(720) 314-8009

Can advise clients in 2 states: Arizona, Colorado

Other planners in Greenwood Village that publish fees

• Alpha Capital Family Office, LLCGreenwood Village$1,000⁠-⁠$300,000
• Bolhan WealthGreenwood Village$2,500⁠-⁠$10,000
• Dodds Wealth, LLCGreenwood Village$250/hr, $3,600⁠-⁠$25,000
• Downing Street Wealth Management LLCGreenwood Village$85/hr
• Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000⁠-⁠$20,000
• InclinevestGreenwood Village$400⁠-⁠$500/hr, $2,500⁠-⁠$12,000

Compare all 29 planners in Greenwood Village