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Firm

Corundum Group

Colorado Springs, Colorado

Fee-only

Corundum Group at a glance

  • One of 336 fee-only firms based in Colorado in the Wellspent graph.
  • 6 advisors are listed here.
  • Its Form ADV reports 12 employees and 124 individual clients, 76 of them high net worth.
  • Its average account is about $3.4 million (assets it manages divided by its 495 accounts).

Specialties Estate & legacy planning · Family wealth transfer

Works with Multi-generational families

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

Facts

Based inColorado Springs, Colorado
Websitecorundumgroup.com
Phone(719) 228-1080

Corundum Group fees

Corundum Group 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 · Hourly · Fixed fees · Performance-based fees
Assets managed$1.7 billion
Individual clients48
High-net-worth clients76
Accounts managed495
Employees12
Planning clients101-250
Registered withThe SEC (801-42281)
Financial planningOffered
Form ADV filedOctober 19, 2026
SEC recordCRD 106490

Advisors at this firm (6)