BXM Wealth

BXM Wealth at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 5 advisors are listed here; 3 of 5 hold the CFP.
• Its Form ADV reports 5 employees and 61 individual clients, 36 of them high net worth.
• Its average account is about $1.0 million (assets it manages divided by its 223 accounts).

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

BXM Wealth fees

BXM Wealth 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

Advisors at this firm (5)

• Adam Barringer

  CFP

• Brian Frew

• Camaron Barta

  CFP

• Ryan Jercinovic

  CFP

• Timothy Harker