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Indelible Wealth Group

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Client assets under management

$154,551,987

Clients

160

41% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

32

Low

Average account size

$965,950

About

Indelible Wealth Group is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers comprehensive wealth management that combines discretionary and non-discretionary investment management with financial planning and retirement-plan advisory services, and it reports managing roughly $156 million for about 160 clients across five offices.

The firm’s investment process is grounded in Modern Portfolio Theory and fundamental analysis and uses five model portfolios ranging from Aggressive to Conservative, with core allocations in broad-based index funds, ETFs, and bond funds or individual bonds. IWG typically takes a long-term approach while rebalancing and making tactical adjustments (including tax‑loss/gain harvesting and cash management) as client needs or market conditions change, and it provides ongoing monitoring with formal reviews at least annually.

Compared with many peer teams, IWG’s footprint of five offices for a five-adviser team is uncommon and reflects a multi-office operating model that can support both individual and institutional plan clients. The firm maintains institutional custody relationships with major custodians that provide platform services, offers defined retirement-plan fiduciary consulting (IPS development, vendor selection, fee assessment/negotiation, and participant education), and discloses ancillary business activities — including insurance-licensed advisory personnel and a principal’s separate real-estate management interest — that create potential conflicts of interest addressed in its disclosures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fees for financial planning engagements up to $2,500

Percentage

$0 - $500,000: 0.65% annually $500,001 - $2,500,000: 0.50% annually $2,500,001 - $5,000,000: 0.40% annually $5,000,001+: 0.25% annually

Commissions

Certain Advisory Persons are licensed insurance professionals and may earn commissions from insurance product sales separate from advisory fees

Project-based

Up to $250 per hour for stand-alone financial planning services

Other

Account minimum: $750 to $1,250 annual minimum fee (based on service complexity), may be waived or reduced at Advisor's discretion Minimum fee: Annual minimum fee ranging between $750 and $1,250 depending on service complexity; may be waived or reduced at Advisor's discretion Fee-only: Investment advisory fees based on assets under management; stand-alone financial planning offered on hourly basis or fixed fee basis

Main office location

Indelible Wealth Group

Berthoud CO, United States

Number of offices

5

Most active in

Arizona · California · Colorado · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John G

Series 63, Series 66

Berthoud, CO

Indelible Wealth Group

John Gutierrez is a financial advisor with Indelible Wealth Group in Parker, CO, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Schwab Private Client Investment Advisory, Inc. for 10 years before joining Indelible Wealth Group in 2019. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a modern portfolio theory-based investment approach using model portfolios ranging from aggressive to conservative and serves clients on both discretionary and non-discretionary bases.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Jason B

CFP®, Series 63, Series 66

Berthoud, CO

Indelible Wealth Group

Jason Brooks is a CFP® with 20 years of industry experience. He has been with Indelible Wealth Group since 2013 and also owns MountainHound LLC, a company that manufactures outdoor gear for large breed dogs. Indelible Wealth Group provides wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and charitable organizations. The firm uses a modern portfolio theory-based investment approach with model portfolios ranging from Aggressive to Conservative and serves clients on both discretionary and non-discretionary bases.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Carshon R

Series 63, Series 66

Berthoud, CO

Indelible Wealth Group

Carshon Rodgers is a financial advisor at Indelible Wealth Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Indelible Wealth Group since 2017, following prior roles at Belpointe Asset Management and LPL Financial. Outside of his advisory role, Rodgers is an independent insurance agent and is involved with Stryde Solution LLC, a business focused on tax incentives and cost reduction, as well as Archimedes Offspring Management, which invests in inventions. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm uses a modern portfolio theory-based approach with diversified model portfolios and offers both discretionary and non-discretionary services while acting as a fiduciary.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Steven W

Series 63, Series 65

Berthoud, CO

Indelible Wealth Group

Steven Wiggins is a financial advisor with Indelible Wealth Group, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Indelible Wealth Group since 2023 and is also involved with Skills 4 Life, a pediatric therapy and care coordination organization where he assists with administrative duties. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a modern portfolio theory approach using diversified model portfolios and serves clients on both discretionary and non-discretionary bases while acting as a fiduciary.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Lawrence G

Series 63, Series 66

Berthoud, CO

Indelible Wealth Group

Lawrence Gale is a financial advisor at Indelible Wealth Group in Palisade, Colorado, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Indelible Wealth Group since 2017. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a modern portfolio theory approach using model portfolios ranging from aggressive to conservative, focusing on broad-based index funds, ETFs, mutual funds, and bonds, while offering discretionary and non-discretionary services as a fiduciary.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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