Firm
46° North Financial
Denver, Colorado
Fee-only
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | 46northfinancial.com |
| Phone | (303) 335-9632 |
46° North Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Typically a plan will cost $3,500." source
"Our investment management fees are a 1% annualized fee based on the amount of assets we manage for you" source
"We charge a one-time fee for our financial plans with the cost varying depending on the complexity of the client." source
"Our investment management fees are a 1% annualized fee based on the amount of assets we manage for you" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $60 million |
| Individual clients | 47 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 338325 |