Snowcap Financial LLC

Snowcap Financial LLC 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 1 employee and 45 individual clients.
• Its average account is about $73,000 (assets it manages divided by its 180 accounts).
• It works with clients virtually as well as in person.

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

Snowcap Financial LLC fees

Snowcap Financial LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Kyle Kues

  CFP · MBA