Firm
Zestiny Wealth
Denver, Colorado
Fee-only
Zestiny Wealth 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 26 individual clients, 5 of them high net worth.
- Its average account is about $281,000 (assets it manages divided by its 75 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | zestinywealth.com |
| [email protected] | |
| Phone | (720) 445-5507 |
Zestiny Wealth 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.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"There’s no minimum amount of assets or investments required." source
"Fees for wealth management services offered are based on assets under management." source
"Our credentialed wealth advisors provide hourly consultations" 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 | $21 million |
| Individual clients | 21 |
| High-net-worth clients | 5 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 333528 |