Firm
Lovett Investment Consulting
Steamboat Springs, Colorado
Fee-only
Lovett Investment Consulting 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 32 individual clients, 27 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 137 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Steamboat Springs, Colorado |
|---|---|
| Phone | (970) 367-7574 |
Lovett Investment Consulting fees
Lovett Investment Consulting 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 | Fixed fees |
|---|---|
| Assets managed | $220 million |
| Individual clients | 5 |
| High-net-worth clients | 27 |
| Accounts managed | 137 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-67831) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 143178 |