Zestiny Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$1,000⁠-⁠$30,000

“Fixed fee rates range between $1,000 to $30,000.”

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

How Zestiny Wealth bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Clients may also pay by electronic funds transfer (EFT) or check.”

How Zestiny Wealth’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 9 of the 42 other planners in Denver that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$30,000 spans the Colorado median of $5,250. 90% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 34 of the 39 other planners in Denver that publish a flat or project fee charge less.

About Zestiny Wealth

• Principal: Allison Ecklund
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

0.95% a year

Clients

26

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$21,097,094

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333528

Website

instagram.com/zestinywealth (opens in new tab)

Phone

(720) 445-5507

Can advise clients in 2 states: Colorado, Illinois

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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