Firm
The Horst Group
Denver, Colorado
Fee-only
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | horstfp.com |
| Phone | (415) 318-7969 |
The Horst Group 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 $2,500 |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"with a fixed fee in the amount of $2,500, paid in advance" source
"The old model for our industry typically consists of requiring assets under management and account minimums. We don't do that." source
"The fee is based on a percentage of assets under management (AUM) and may be negotiable in certain cases." source
"an ongoing fee based on total Assets Under Advisement (AUA) and Assets Under Management (AUM)" 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 | $29 million |
| Individual clients | 26 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 321135 |