Wolf & Raven Private Wealth fees and pricing
Financial planner in Aurora, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Wolf & Raven Private Wealth charges $225 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“AND CONSULTING Wolf & Raven Private Wealth charges a standard hourly rate of $225 per hour based on complexity and unique Client needs for financial planning, this rate is negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wolf & Raven Private Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the billing period.”
- “If margin is utilized, the fees will be billed based on the net asset value of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Wolf & Raven Private Wealth’s fees compare
- Its hourly rate of $225 is below the Colorado median of $300. 22% of the 231 other Colorado planners that publish an hourly rate charge less.
- None of the 2 other planners in Aurora that publish an hourly rate charge less.
About Wolf & Raven Private Wealth
- Principal: Anthony M. Bettencourt
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $668,133
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333701
- Phone
- (973) 943-0938
Other planners in Aurora that publish fees
- Dynamic Lifestyle Planning GroupAurora$250-$1,000/hr, $250-$3,500
- Sample Financial Solutions, LLCAurora$250/hr, Up to $10,000
- Stride Tax and Wealth Advisors, LLCAurora$625/qtr
- Trinity WealthAurora$1,500-$5,500
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.