Firm
Dorato Capital Management
Denver, Colorado
Fee-only
Dorato Capital Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 94 individual clients.
- Its average account is about $590,000 (assets it manages divided by its 235 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | doratocapital.com |
| Phone | (303) 733-4999 |
Dorato Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $100,000 |
|---|
In the firm's words
"with a minimum account size of $100,000" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $139 million |
| Individual clients | 94 |
| Accounts managed | 235 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-135310) |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 110097 |