Firm
Amazonite Investments
Fort Collins, Colorado
Fee-only
Amazonite Investments at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 66 individual clients.
- Its average account is about $95,000 (assets it manages divided by its 66 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Fort Collins, Colorado |
|---|---|
| Phone | (202) 840-8951 |
Amazonite Investments fees
Amazonite Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 66 |
| Accounts managed | 66 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 325264 |