Capital Investment Counsel

Capital Investment Counsel at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 5 advisors are listed here; 4 of 5 hold the CFP.
• Its Form ADV reports 8 employees and 463 individual clients, 317 of them high net worth.
• Its average account is about $960,000 (assets it manages divided by its 1,408 accounts).

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

Facts

Capital Investment Counsel fees

Capital Investment Counsel doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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)

• Alexandria Adamchak

• Christian Johnson

  CFP

• Declan Lane

  CFP

• Jake Johnson

  CFP

• Stephen Dreiling

  CFP