Firm
Flatirons Wealth Management
Boulder, Colorado
Fee-only
Flatirons Wealth Management 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 and 116 individual clients, 43 of them high net worth.
- Its average account is about $184,000 (assets it manages divided by its 266 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | flatironswm.com |
| [email protected] | |
| Phone | (720) 446-6093 |
Flatirons Wealth Management fees
Flatirons Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $49 million |
| Individual clients | 73 |
| High-net-worth clients | 43 |
| Accounts managed | 266 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | July 29, 2026 |
| SEC record | CRD 297720 |