Firm
Sugden Wealth Management
Denver, Colorado
Fee-only
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | sugdenwealthmanagement.com |
| Phone | (303) 398-7031 |
Sugden 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.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 - $500,000 1.25%" source
"$10,000,001+ .45%" source
"$0 - $500,000 1.25%" source
"Our standard fee is a percentage of assets under management (AUM), billed quarterly." 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 | $54 million |
| Individual clients | 10 |
| Financial planning | Offered |
| Form ADV filed | May 27, 2026 |
| SEC record | CRD 165766 |