Firm
JPL Wealth Management
Greenwood Village, Colorado
Fee-only
JPL Wealth Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 289 individual clients, 169 of them high net worth.
- Its average account is about $544,000 (assets it manages divided by its 1,081 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Greenwood Village, Colorado |
|---|---|
| Website | jplwealthmanagement.com |
| Phone | (855) 575-5752 |
JPL Wealth Management fees
JPL Wealth Management 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $588 million |
| Individual clients | 120 |
| High-net-worth clients | 169 |
| Accounts managed | 1,081 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-128893) |
| Financial planning | Offered |
| Form ADV filed | September 15, 2026 |
| SEC record | CRD 328474 |