Wolfpack Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Financial Planning engagements are offered at a rate of $400 per hour.”

Flat or project fee

$3,600⁠-⁠$30,000

“The fixed fee for the creation of a complete financial plan ranges from $3,600 to $30,000.”

Quarterly fee

$750/qtr

“To accommodate start-up retirement plans, Wolfpack will charge a minimum flat fee of $750 per quarter, paid directly by the plan sponsor, until assets reach a total balance greater than $500,000 which, at that point, the fees revert to the above schedule.”

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

How Wolfpack Wealth Management bills

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

• “The advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Wolfpack Wealth Management’s fees compare

• Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
• 29 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $3,600-$30,000 spans the Colorado median of $5,250. 91% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 35 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Wolfpack Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 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

2% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

17

Employees

1

Works with

Individuals and businesses

Services reported to regulators

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

Assets managed

$635,697

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301719

Website

youtube.com/@wolfpackwealthmgmt (opens in new tab)

Phone

(323) 205-5630

Can advise clients in 2 states: California, Colorado

Other planners in Denver that publish fees

• 46 North FinancialDenverUp to $10,000
• Alpha Capital Management Group LLCDenver$500⁠-⁠$100,000, $500⁠-⁠$100,000/yr
• Alpine Crest Private Wealth LLCDenver$25,000⁠-⁠$150,000, $25,000⁠-⁠$150,000/yr
• Altius Financial, Inc.Denver$10,000
• Artificial Alpha InvestmentsDenver$200⁠-⁠$500/hr
• Ask DollyDenver$50⁠-⁠$100/mo

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