Firm
Wealth Engineers
Denver, Colorado
Fee-only
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | wealthengineersllc.com |
| [email protected] | |
| Phone | (303) 500-3245 |
Wealth Engineers 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.
| Ongoing planning | From $2,220 a year |
|---|---|
| Asset-based fee | 0.5% a year on the first tier of assets |
| Account minimum | $750,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$185/mo." source
"0.50%" source
"Our Wealth Management service is designed for clients who have at least $750,000 of investable assets." 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 | $118 million |
| Individual clients | 19 |
| Financial planning | Offered |
| Form ADV filed | February 2, 2026 |
| SEC record | CRD 168578 |