Rooted Wealth Management Llc

Name: Rooted Wealth Management Llc
Address: 417 VISTA BLVD, LOCHBUIE, CO 80603, lochbuie, CO, US
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Lochbuie, Colorado

📍 417 VISTA BLVD, LOCHBUIE, CO 80603

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📍 417 VISTA BLVD, LOCHBUIE, CO 80603

About Rooted Wealth Management Llc

Rooted Wealth Management Llc is a financial advisor located in Lochbuie, Colorado. As a local financial advisor, they serve Lochbuie and surrounding communities in Colorado. Contact them through ProHorizon for a free quote.

Financial professionals in Lochbuie should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Colorado securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lochbuie

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Lochbuie may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lochbuie

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Lochbuie?

Financial Advisors in Lochbuie typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Lochbuie?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Lochbuie to choose from.

Does Rooted Wealth Management Llc offer free quotes?

Contact Rooted Wealth Management Llc directly to ask about free estimates. You can also request a quote through ProHorizon.