Alphamint Financial
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About
Alphamint Financial provides fiduciary investment advisory and comprehensive financial planning services to individuals and families, offering a Full Wealth Management program for clients with at least $500,000 under management and a Genesis automated program for smaller accounts. Services include discretionary investment management, ongoing financial consultation, tax preparation, and retirement planning support.
The firm builds written Investment Policy Statements, emphasizes strategic asset allocation and diversified portfolios (primarily using ETFs), and applies tax-sensitive asset location and a responsive rebalancing approach rather than calendar-only rebalancing. Accounts are generally managed on a discretionary basis with regular reviews, and custodial relationships include Charles Schwab and Betterment Institutional for automated clients.
Notable distinctions include Alphamint’s role as a licensed independent life and health insurance agent — it discloses accepting commissions only on insurance products (life, annuity, long‑term care) and discusses potential conflicts and product selection philosophy — and its IRS-certified tax preparer capability, which allows the firm to prepare clients’ federal and state tax returns. The firm also highlights pension consulting and ERISA-compliant retirement plan work as part of its offering, along with Medicare and estate-planning coordination, services that are less common among similarly sized independent advisers.
Client services
Expertise
Demographic focus
Fee options
$0 - $1,000,000: Aggressive Growth Portfolio: 1.20% $1,000,001 - $2,000,000: Aggressive Growth Portfolio: 1.10% $2,000,001+: Aggressive Growth Portfolio: 1.00% $0 - $1,000,000: Growth Portfolio: 1.00% $1,000,001 - $2,000,000: Growth Portfolio: 0.90% $2,000,001+: Growth Portfolio: 0.80% $0 - $1,000,000: Conservative Growth Portfolio: 0.80% (Minimum account size: $750,000) $1,000,001 - $2,000,000: Conservative Growth Portfolio: 0.70% $2,000,001+: Conservative Growth Portfolio: 0.60% $0 - $1,000,000: Conservative Portfolio: 0.60% (Minimum account size: $1,000,000) $1,000,001 - $2,000,000: Conservative Portfolio: 0.50% $2,000,001+: Conservative Portfolio: 0.40%
Insurance products recommended pay commissions; no commissions on investment management or tax preparation
Account minimum: $500,000 for Full Wealth Management services; lower amounts with Genesis Financial "Quick-Start" service with no stated minimum Fee-only: Genesis Financial “Quick-Start” service charges 0.50% annually on assets held at Betterment Institutional
Main office
Highlands Ranch CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Alphamint · Alphamint Financial · Typher Financial Services · Typher Financial Services, LLC
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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