Firm
Schutte Financial
Denver, Colorado
Fee-only
Schutte Financial at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 62 individual clients.
- Its average account is about $295,000 (assets it manages divided by its 64 accounts).
- Its ongoing planning fee starts at $1,080 a year, below the Colorado median of $6,000.
- Its hourly rate of $290 is in line with the Colorado median of $290.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | schuttefinancial.com |
| Phone | (303) 968-9330 |
Schutte Financial 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 $1,080 a year |
|---|---|
| One-time plan | From $2,900 |
| Hourly | $290 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Only 1% of AUM/annually*" source
"$90 per month" source
"$2900 per update" source
"$290 per hour" 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 · Subscription · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $19 million |
| Individual clients | 62 |
| Accounts managed | 64 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 285217 |