Louis Henry Wealth Management

Louis Henry 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 25 individual clients, 16 of them high net worth.
• Its average account is about $687,000 (assets it manages divided by its 123 accounts).

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

Facts

Louis Henry Wealth Management fees

Louis Henry 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

Advisors at this firm (1)

• Bradley Noland

  CFP