Flatirons Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$49,040,128
Total clients
116
37% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
116
Average account size
$422,760
About
Flatirons Wealth Management serves individuals, high‑net‑worth clients, and employer‑sponsored retirement plans, offering tailored portfolio management alongside comprehensive and hourly financial planning. The firm also provides employee benefit plan services and consulting to plan sponsors as part of its advisory offerings.
The firm largely implements a passive investment framework built with index mutual funds and ETFs while using fundamental, technical, cyclical, and charting analysis to set asset allocation and portfolio targets. In implementation it may employ options and other derivative strategies within separately managed accounts, and it exercises discretionary authority to manage portfolios in line with client investment policy statements.
Distinctive practices include a subscription‑style ongoing financial planning option following delivery of a comprehensive plan, and an explicit practice of advising and monitoring pension and participant‑directed retirement plans. The firm requires clients to custody assets at a recommended institutional custodian and leverages custodian resources (including soft‑dollar benefits) to support trade execution, research access, and reporting.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Occupation focus
Founder/Business Owner
Retired
Fee options
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)
Main office location
Flatirons Wealth Management
4450 Arapahoe Avenue, Suite 100
Boulder CO 80303, United States
Number of offices
2
Most active in
Flatirons Wealth Management has reported serving >5 clients in these states in the last 12 months.
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:
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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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