Firm
Willcox Wealth Management
Denver, Colorado
Fee-only
Willcox Wealth Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients.
- Its average account is about $186,000 (assets it manages divided by its 18 accounts).
- 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 | Denver, Colorado |
|---|---|
| Website | willcoxwealthmanagement.com |
| [email protected] | |
| Phone | (978) 888-3012 |
Willcox Wealth Management 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.
| Asset-based fee | 1.1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"$0 – $1,000,000 1.10%" source
"a percentage of the assets I manage, or a flat fee for a one-time plan" source
"a percentage of the assets I manage, or a flat fee for a one-time plan" 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 | $3 million |
| Individual clients | 7 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 335728 |