Firm
MY Wealth Planners
Longmont, Colorado
Fee-only
MY Wealth Planners 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 4 employees and 175 individual clients, 36 of them high net worth.
- Its average account is about $224,000 (assets it manages divided by its 442 accounts).
- Its ongoing planning fee starts at $6,000 a year, in line with the Colorado median of $6,000.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Longmont, Colorado |
|---|---|
| Website | mywealthplanners.com |
| [email protected] | |
| Phone | (303) 600-3757 |
MY Wealth Planners fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"Offered as a monthly subscription priced at 1.00% of Assets Under Management annually" source
"The minimum monthly fee for Wealth Planning is $500." source
"The minimum monthly fee for Wealth Planning is $500." source
"Offered as a monthly subscription priced at 0.50% of Net Worth annually, subject to an annual minimum" 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 · Fixed fees |
|---|---|
| Assets managed | $99 million |
| Individual clients | 139 |
| High-net-worth clients | 36 |
| Accounts managed | 442 |
| Employees | 4 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 305664 |