David B. Patston, CPA, CFA

David B. Patston, CPA, CFA at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 51 individual clients, 27 of them high net worth.
• Its average account is about $816,000 (assets it manages divided by its 118 accounts).

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

Facts

David B. Patston, CPA, CFA fees

David B. Patston, CPA, CFA 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 (1)

• David Patston

  CFA