Adventure Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,184,994
Clients
32
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$880,781
About
Adventure Wealth Advisors is a fee-only independent adviser that provides financial planning and investment management to individuals, families, trusts, and closely held businesses. The firm serves a relatively small client base and typically requires about $1,000,000 in household investable assets for advisory relationships.
The firm applies modern portfolio theory and a passive investment approach, constructing diversified portfolios primarily with low-cost index funds (including Vanguard and Dimensional funds) while emphasizing tax-efficient management and limited turnover. It uses a turnkey asset management platform (RedBlack) to implement portfolios and financial planning software (e.g., RightCapital) to model retirement and cash‑flow scenarios.
A noteworthy feature is that the firm leads free educational seminars on budgeting, saving, and the importance of investing, a service uncommon among peers. Adventure Wealth limits its advice to publicly traded index funds (excluding alternatives and private placements) and typically structures financial planning engagements as ongoing one‑year commitments with periodic reviews.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Income planning
General tax planning
Cash flow / budgeting
Fee options
Flat/ongoing financial planning fees ranging from $2,000 to $12,000 per year depending on engagement
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.45%
$500 per hour with a two-hour minimum for limited scope financial planning work
Account minimum: $1,000,000 Fee-only: Financial planning fees range from $2,000 to $12,000 per year for flat/ongoing fees; hourly fees at $500 per hour with a two-hour minimum for limited scope work
Main office location
Adventure Wealth Advisors
Ridgway CO, United States
Number of offices
1
Most active in
Adventure Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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