Firm
Delagify Financial
Arvada, Colorado
Fee-only
Delagify Financial at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 3 employees and 49 individual clients, 22 of them high net worth.
- Its average account is about $148,000 (assets it manages divided by its 98 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the Colorado median of $6,000.
- Its hourly rate of $100 is below the Colorado median of $290.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Arvada, Colorado |
|---|---|
| Website | delagify.com |
| [email protected] | |
| Phone | (303) 872-7737 |
Delagify Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $300 |
| Hourly | $100 an hour |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"$2,400 per year for those requiring a Basic plan" source
"Individual Income tax return — $300" source
"Organization or manual reconciliation — $100/hr" source
"We do not charge based on a client’s assets, only the scope of work." source
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 by | Fixed fees |
|---|---|
| Assets managed | $14 million |
| Individual clients | 27 |
| High-net-worth clients | 22 |
| Accounts managed | 98 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 317223 |