Exceptional Wealth & Family Office

Exceptional Wealth & Family Office at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 6 advisors are listed here; 3 of 6 hold the CFP.
• Its Form ADV reports 8 employees and 188 individual clients, 41 of them high net worth.
• Its average account is about $554,000 (assets it manages divided by its 527 accounts).

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

Facts

Exceptional Wealth & Family Office fees

Exceptional Wealth & Family Office 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 (6)

• Beth Walker

• Emma Haman

• Kristine Quine

• Nichole Ruth

  CFP

• Paul Bishop

  CFP

• Tara Seegers

  CFP