Advanced Wealth Advice
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Advanced Wealth Advice is a newly registered, fee-only sole proprietorship that offers discretionary investment management and limited one‑time financial planning engagements. The firm develops individualized investment policies and manages portfolios using stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and may provide trading authority to implement those plans.
Investment approach is grounded in Modern Portfolio Theory and proprietary asset‑allocation models that combine passive and active funds to match client goals, risk tolerance and time horizon. The firm recommends Charles Schwab for custody, conducts quarterly account reviews, and bills investment management fees in advance with custodial fee deduction procedures described in the brochure.
Noteworthy details in the filing include that this is an initial filing reporting no assets under management and no clients at the time of the brochure, and the firm imposes no account minimums for clients. The brochure also discloses that the principal is a licensed life and health insurance agent and may, in a separate capacity, recommend insurance or annuity products—an identified potential conflict of interest that the firm says it will disclose when applicable.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $8,000,000: 0.70% $8,000,001 - $13,000,000: 0.60% $13,000,001+: 0.50%
Fee-only: Fixed fees ranging from $1,000 to $10,000 for financial planning services
Main office location
Advanced Wealth Advice
354 Oxbow Dr
Monument CO 80132, United States
Number of offices
1
Most active in
Advanced Wealth Advice has reported serving >5 clients in these states in the last 12 months.
Colorado
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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