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Firm

Crusonia Wealth Advisors

Denver, Colorado

Fee-only

Crusonia Wealth Advisors at a glance

  • One of 336 fee-only firms based in Colorado in the Wellspent graph.
  • 16 advisors are listed here; 14 of 16 hold the CFP.
  • Its Form ADV reports 20 employees and 540 individual clients, 325 of them high net worth.
  • Its average account is about $601,000 (assets it manages divided by its 1,960 accounts).

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

Facts

Based inDenver, Colorado
Websitewwwlinkedin.com/company/jonasson-retirement-solutions
Phone(303) 810-6366

Crusonia Wealth Advisors fees

Crusonia Wealth Advisors 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
Assets managed$1.2 billion
Individual clients215
High-net-worth clients325
Accounts managed1,960
Employees20
Planning clients11-25
Registered withThe SEC (801-129632)
Financial planningOffered
Form ADV filedJuly 15, 2026
SEC recordCRD 330057

Advisors at this firm (16)