Gold Medal Waters, Inc. at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 138 individual clients, 89 of them high net worth.
- Its average account is about $429,000 (assets it manages divided by its 666 accounts).
- Its ongoing planning fee starts at $8,500 a year, above the Colorado median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | goldmedalwaters.com |
| [email protected] | |
| Phone | (720) 887-1299 |
Questions about Gold Medal Waters, Inc.
How much does Gold Medal Waters, Inc. charge?
Gold Medal Waters, Inc. publishes these prices: ongoing planning: from $8,500 a year. We found this on its website, checked October 28, 2026.
How is Gold Medal Waters, Inc. paid?
Gold Medal Waters, Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Gold Medal Waters, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Gold Medal Waters, Inc., and 2 hold the CFP.
What is the average account at Gold Medal Waters, Inc.?
Gold Medal Waters, Inc.'s average account is about $429,000. That's the assets on its Form ADV divided by its 666 accounts.
What does Gold Medal Waters, Inc. specialize in?
Gold Medal Waters, Inc.'s advisors and website list retirement planning, tax planning and small business owners.
Is Gold Medal Waters, Inc. accepting new clients?
Yes, according to Gold Medal Waters, Inc.'s website, checked October 28, 2026.
Gold Medal Waters, Inc. 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 $8,500 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$8,500" source
"We offer clear, fixed fee pricing so you always know what you're paying" 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 · Fixed fees |
|---|---|
| Assets managed | $286 million |
| Individual clients | 49 |
| High-net-worth clients | 89 |
| Accounts managed | 666 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-113866) |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 132294 |