Firm
Strong Wealth
Colorado Springs, Colorado
Fee-only
Facts
| Based in | Colorado Springs, Colorado |
|---|---|
| Website | strongwealth.net |
| Phone | (812) 216-4625 |
Strong Wealth 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.
| Account minimum | $1,000,000 |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"1% minimum AUM fee; $1,000,000 min. investment required" source
"1% minimum AUM fee; $1,000,000 min. investment required" source
"3-6 month limited scope engagement to receive a plan that you can implement on your own" source
"Receive a comprehensive plan with proactive engagement and unlimited access to our team" 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 | $24 million |
| Individual clients | 43 |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 316950 |