Fee-only adviser · Boulder, CO
The Wealth Conservancy, Inc.
The Wealth Conservancy, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Boulder, Colorado. On its latest Form ADV, filed July 9, 2026, it reports $260M in regulatory assets under management, 47 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 112024 · SEC file 801-19008 |
| Office | 2355 Canyon Blvd Suite 204 Boulder, CO 80302 |
| Phone | (303) 444-1919 |
| Website | www.thewealthconservancy.com |
| Regulatory assets under management | $260M ($151M discretionary) |
| Individual clients | 26 non-high-net-worth, 21 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 9, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Boulder
- BSW Wealth Partners $2.2B
- Black Swift Group, LLC $694M
- Colorado Capital Management $638M
- Kilterhowling LLC $293M
- Boulder Wealth Advisors, LLC $338M
- Snowball Wealth Management $139M
See all 27 fee-only advisers in Boulder →
Nearby
- Niwot 2 firms
- Louisville 8 firms
- Lafayette 4 firms
- Broomfield 8 firms
- Nederland 1 firm
- Erie 2 firms
- Longmont 2 firms
- Westminster 3 firms
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