Yeti Wealth Management Group, LLC fees and pricing
Financial planner in Highlands Ranch, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 13, 2026, Yeti Wealth Management Group, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Generally, our hourly fee will not exceed $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Yeti Wealth Management Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fixed financial planning fees are paid in arrears upon completion.”
- “For financial planning contracts terminated prior to completion, clients will be responsible for paying the earned but unpaid advisory fee based upon the prorated amount of work completed.”
- “Clients may terminate the agreement without penalty, for full refund of YWMG’s fees, within five business days of signing the Financial Planning Agreement.”
How Yeti Wealth Management Group, LLC’s fees compare
- Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Highlands Ranch that publish an hourly rate charge less.
About Yeti Wealth Management Group, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 12
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $5,162,153
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338425
- Phone
- (303) 507-0027
Other planners in Highlands Ranch that publish fees
- Hoku Partners LLCHighlands Ranch$250/hr
- Kozak & Tripp Private Asset Management, Inc.Highlands Ranch$250/hr, $1,000-$10,000
- Profiscal Wealth LLCHighlands Ranch$250/hr, $995
- Reflective FinancialHighlands Ranch$300/hr, $300-$24,000
- Roots First Wealth ManagementHighlands Ranch$3,000-$5,000
- Rosel Wealth Management, LLCHighlands Ranch$20,000
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.