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Firm

Bauer Heitzmann

Colorado Springs, Colorado

Fee-only

Facts

Based inColorado Springs, Colorado
Websitebauerheitzmann.com
Email[email protected]
Phone(719) 575-9000

Bauer Heitzmann fees

Bauer Heitzmann 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 byPercentage of assets
Assets managed$206 million
Individual clients74
Financial planningOffered
Form ADV filedMay 19, 2026
SEC recordCRD 152977

Advisors at this firm (4)