Firm
Adelmann Financial
Colorado Springs, Colorado
Fee-only
Adelmann Financial at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 126 individual clients, 29 of them high net worth.
- Its average account is about $311,000 (assets it manages divided by its 340 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Colorado Springs, Colorado |
|---|---|
| Website | adelmannfinancial.com |
| Phone | (719) 599-7374 |
Adelmann Financial fees
Adelmann Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $106 million |
| Individual clients | 97 |
| High-net-worth clients | 29 |
| Accounts managed | 340 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-69390) |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 114825 |