Firm
Wolfpack Wealth Management
Denver, Colorado
Fee-only
Wolfpack 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 17 individual clients.
- Its average account is about $35,000 (assets it manages divided by its 18 accounts).
- Its ongoing planning fee starts at $4,800 a year, below the Colorado median of $6,000.
- Its hourly rate of $400 is above the Colorado median of $290.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
- Advice is offered in Spanish and English.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | wolfpackwealth.net |
| [email protected] | |
| Phone | (720) 880-1128 |
Wolfpack 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.
| Ongoing planning | From $4,800 a year |
|---|---|
| One-time plan | From $900 |
| Hourly | $400 an hour |
| Asset-based fee | 0.85% a year on the first tier of assets |
| How it charges | Flat fee · Hourly · Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Wealth Management Services1 | $4,800 to $42,000" source
"Partial Financial Plan Creation2 | $900 to $3,600" source
"$400 hourly rate" source
"Standalone Direct Investment Management Services3 | $0 – $2,500,000 | 0.85%" 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 | $1 million |
| Individual clients | 17 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 23, 2026 |
| SEC record | CRD 301719 |