Adventure Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Adventure Wealth Advisors provides investment management and ongoing financial planning to individuals, families, trusts, and closely held businesses, delivering tailored plans and portfolio oversight that align with clients’ stated goals. The firm operates on a fee‑only basis and documents objectives and account guidelines in an investment policy statement to guide discretionary management.
The firm’s investment approach is grounded in modern portfolio theory and implemented primarily with low‑cost index funds (including Vanguard and Dimensional funds), emphasizing broad diversification, tax efficiency, and low turnover. Portfolios are executed and administered through a third‑party turnkey asset management platform while the adviser retains discretion over model selection and portfolio adjustments.
A noteworthy practice that distinguishes the firm from many peers is its regular offering of free educational seminars on budgeting, savings, and the importance of investing, separate from specific investment recommendations. The firm also structures financial planning as a generally one‑year ongoing engagement with plan monitoring and annual reviews, and discloses use of a turnkey operations platform while maintaining advisory control and an uncompensated community board role by its principal.
Client services
Expertise
Fee options
Ongoing financial planning flat fees range from $2,000 to $12,000 per year depending on the engagement
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.45%
$500 per hour with a two-hour minimum for limited scope financial planning services
Account minimum: $1,000,000 Fee-only: Financial planning fees range from $2,000 to $12,000 per year for flat fees; hourly financial planning fees are $500 per hour with a two-hour minimum
Main office
Ridgway CO
Advisors at this office
1
Most active in
California · Colorado · New Jersey · Texas
Also doing business as
Adventure Wealth Advisors · Adventure Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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