Advisor at Flatirons Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Flatirons Wealth Management
Location
Boulder, CO 80303
Credentials
CFP®, Series 66
Industry experience
15 years
Steven Zakelj is a CFP® professional with 15 years of industry experience. He has worked at Flatirons Wealth Management since 2018 and previously held roles at Chrome Asset Management and various insurance carriers. Flatirons Wealth Management offers investment management, comprehensive financial planning, and employee benefit plan services to individuals, including high-net-worth clients, and pension plan sponsors. The firm uses a passive investment approach complemented by fundamental and technical analysis, incorporates derivatives strategies in managed accounts, and provides a subscription-based ongoing planning service without a firm-wide account minimum.
Based on Flatirons Wealth Management
Based on Flatirons Wealth Management
Initial comprehensive financial plan fee: $3000 for an individual, $4000 for a couple
$0 - $100,000: 1.00% $100,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.60% $2,000,000 - $5,000,000: 0.25% $5,000,000+: Negotiable
$280 per hour with a minimum 4-hour engagement
Ongoing comprehensive financial planning quarterly fee: $299 per quarter for individuals, $399 per quarter for couples
Fee-only: Ongoing comprehensive financial planning quarterly fee: $299 per quarter (individual), $399 per quarter (couple); Hourly planning consulting fee: $280/hour with minimum 4-hour engagement; Initial comprehensive financial plan fee: $3000 (individual), $4000 (couple)
4450 Arapahoe Avenue, Suite 100
Boulder, CO 80303
Colorado · Texas
Flatirons Wealth Management, LLC
2018 - Present (8 years)
Chrome Asset Management Llc
2012 - 2018 (6 years)
Various Insurance Carriers
2010 - 2018 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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