Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.
Areas of Practice
Advisor Information
Office location
600 Grant Street, Ste 304, Denver, CO, 80203
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adelmarie is an insurance agent since 2022, selling various insurance products including life, health, fixed annuities, and property & casualty insurance. She also owns PiggyVault, LLC with direct control of DBA Bellona Financial Solutions, and is a 33% owner of CCL (Comunidad Collectiva Latina), dedicating significant time to these activities.