Firm
Bason Asset Management
Lakewood, Colorado
Fee-only
Bason Asset Management 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 2 employees and 135 individual clients, 120 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 840 accounts).
- Its ongoing planning fee starts at $5,800 a year, in line with the Colorado median of $6,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Lakewood, Colorado |
|---|---|
| Website | basonasset.com |
| Phone | (720) 446-8555 |
Bason Asset Management 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.
| Ongoing planning | From $5,800 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$5,800 per year, per client relationship." source
"Bason Asset Management firmly believes that a flat annual retainer fee is a more appropriate compensation method" source
"we have built a retainer fee structure around the services that we provide" 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 | Fixed fees |
|---|---|
| Assets managed | $849 million |
| Individual clients | 15 |
| High-net-worth clients | 120 |
| Accounts managed | 840 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-107297) |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 165450 |