Firm
Yeti Wealth Management Group
Highlands Ranch, Colorado
Fee-only
Facts
| Based in | Highlands Ranch, Colorado |
|---|---|
| Website | yetiwmg.com |
| Phone | (303) 507-0027 |
Yeti Wealth Management 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 $3,500 |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$3,500 – $5,000 / One-Time Flat Fee" source
"$1 to $1M is 0.90%" source
"Our personal wealth management fees start at 0.90% and tier downwards as assets increase." 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 | $5 million |
| Individual clients | 12 |
| Financial planning | Offered |
| Form ADV filed | September 13, 2026 |
| SEC record | CRD 338425 |