Firm
Targeted Wealth Solutions
Colorado Springs, Colorado
Fee-only
Targeted Wealth Solutions at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 104 individual clients, 24 of them high net worth.
- Its average account is about $256,000 (assets it manages divided by its 280 accounts).
- Its ongoing planning fee starts at $5,200 a year, below the Colorado median of $6,000.
- Its hourly rate of $200 is below the Colorado median of $290.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Colorado Springs, Colorado |
|---|---|
| Website | targetedwealthsolutions.com |
| [email protected] | |
| Phone | (719) 428-0560 |
Targeted Wealth Solutions fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,200 a year |
|---|---|
| Hourly | $200 an hour |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly · Flat fee |
In the firm's words
"Our standard financial planning services are normally $5,200" source
"we offer financial planning at $200 per hour, billed in 30-minute increments." source
"$5,200 plus 0.25% (25 basis points) of Assets Under Management or Advisement" source
"we offer financial planning at $200 per hour, billed in 30-minute increments." 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 | $72 million |
| Individual clients | 80 |
| High-net-worth clients | 24 |
| Accounts managed | 280 |
| Employees | 5 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 282131 |