Firm
Snowball Wealth Management
Boulder, Colorado
Fee-only
Snowball Wealth Management 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 162 individual clients, 27 of them high net worth.
- Its average account is about $849,000 (assets it manages divided by its 164 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | snowballwm.com |
| Phone | (303) 666-6292 |
Snowball 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.
| One-time plan | From $1,500 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects |
In the firm's words
"the first $500,000 is 100 basis points" source
"Net Worth Est. Fee $ – $ 500,000 $ 1,500" source
"Snowball Wealth Management has no minimum fee or minimum net worth requirements." source
"Financial Planning is included under this arrangement and fees are charged based on the total assets under management" 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 | $139 million |
| Individual clients | 135 |
| High-net-worth clients | 27 |
| Accounts managed | 164 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-130346) |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 137419 |