Firm
One Brick Planning
Greenwood Village, Colorado
Fee-only
One Brick Planning at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 43 individual clients, 19 of them high net worth.
- Its average account is about $168,000 (assets it manages divided by its 182 accounts).
- Its ongoing planning fee starts at $1,800 a year, below the Colorado median of $6,000.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Greenwood Village, Colorado |
|---|---|
| Website | onebrickplanning.com |
| Phone | (720) 660-2491 |
One Brick Planning 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 $1,800 a year |
|---|---|
| One-time plan | From $1,600 |
| Asset-based fee | 0.95% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Plans we have done for clients range from $1,600 up to $5,000 if the complexity warrants it." source
"less than or equal to 500k .95%" source
"OBW requires an annual minimum fee of $1,800." source
"Plans we have done for clients range from $1,600 up to $5,000 if the complexity warrants it." 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 | $31 million |
| Individual clients | 24 |
| High-net-worth clients | 19 |
| Accounts managed | 182 |
| Employees | 3 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 277047 |