Firm
Millennial Wealth Management
Broomfield, Colorado
Fee-only
Facts
| Based in | Broomfield, Colorado |
|---|---|
| Website | millennialwealthmanagement.com |
| Phone | (303) 578-8535 |
Millennial Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| One-time plan | From $600 |
| Hourly | $300 an hour |
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"an ongoing monthly fee of $200 for a single individual or $250 for couples" source
"Comprehensive financial planning services require an upfront fee of $600" source
"hourly consultations are available at a rate of $300 per hour" source
"$0 to $300,000 account has a 1.25 percent fee" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 60 |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 284746 |