Firm
Adventure Wealth
Ridgway, Colorado
Fee-only
Facts
| Based in | Ridgway, Colorado |
|---|---|
| Website | adventurewealth.com |
| Phone | (970) 235-1101 |
Adventure Wealth 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.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Investment management fees start at 1.25% annually on the first million dollars and decrease on higher balances." source
"Adventure Wealth requires a minimum of $1,000,000 in managed assets to begin a relationship." source
"Fees include financial planning and are charged quarterly based on assets under management (AUM)." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $31 million |
| Individual clients | 31 |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 307039 |