Firm
Wager Wealth Management and Financial Planning
Longmont, Colorado
Fee-only
Wager Wealth Management and Financial Planning at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 121 individual clients, 68 of them high net worth.
- Its average account is about $322,000 (assets it manages divided by its 474 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Longmont, Colorado |
|---|---|
| Phone | (720) 745-5010 |
Wager Wealth Management and Financial Planning fees
Wager Wealth Management and Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $153 million |
| Individual clients | 53 |
| High-net-worth clients | 68 |
| Accounts managed | 474 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-108404) |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 285107 |