Firm
Lane Generational
Steamboat Springs, Colorado
Fee-only
Lane Generational at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 47 individual clients, 32 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 86 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Steamboat Springs, Colorado |
|---|---|
| Website | lanegenerational.com |
| [email protected] | |
| Phone | (617) 865-3949 |
Lane Generational fees
Lane Generational 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 · Hourly · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $139 million |
| Individual clients | 15 |
| High-net-worth clients | 32 |
| Accounts managed | 86 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-119363) |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 309619 |