Firm
Entree Wealth
Boulder, Colorado
Fee-only
Entree Wealth 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 1 employee.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | entreewealth.com |
| [email protected] | |
| Phone | (303) 443-1998 |
Entree Wealth 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"First $0 - $1,000,000 1.0%" source
"My fee structure is based on a percentage of assets under advisement and is negotiable." source
"Your annual retainer covers all necessary meetings and allows you to contact me whenever you have questions" 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 |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 18, 2026 |
| SEC record | CRD 338532 |