Driven Wealth
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About
Driven Wealth serves individuals, high‑net‑worth individuals, and families with investment management and comprehensive financial planning, offering discretionary and non‑discretionary portfolio management as well as ongoing, project‑based, and hourly planning engagements. The firm is compensated primarily through asset‑based advisory fees and provides guidance for both custodied accounts it manages and for held‑away employer‑sponsored accounts on a non‑discretionary basis.
The firm’s investment approach emphasizes evidence‑based, long‑term portfolio construction grounded in Modern Portfolio Theory, using low‑cost ETFs and index funds, strategic asset allocation, periodic rebalancing, and consideration of tax efficiency and asset location. Driven Wealth documents client objectives in written Investment Policy Statements, coordinates with other client professionals, and may implement third‑party model strategies available through a custodial Model Marketplace, including options such as tax‑aware, ESG, and direct‑indexing strategies.
Distinctive aspects in the brochure include a client education program — seminars and workshops offered in person or virtually on investing and financial literacy — and a suite of planning delivery models that range from subscription‑based ongoing planning to project and hourly engagements plus access to an estate‑planning platform and equity compensation guidance. The firm is newly formed and currently reports no assets under management, and it operates using a custodial platform that integrates third‑party model access and digital account servicing.
Client services
Expertise
Demographic focus
Fee options
Project-Based Financial Planning fees range from $2,000 to $6,800 for individuals and $2,700 to $7,500 for couples
$100,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.70% $3,000,000 - $4,999,999: 0.50% $5,000,000+: 0.40%
$225 per hour for Hourly Financial Planning services
Ongoing Financial Planning fees billed monthly, annual totals generally range from $2,500 to $7,300 for individuals and $3,200 to $8,000 for couples
Account minimum: $100,000 Fee-only: Ongoing Financial Planning: $2,500 to $7,300 annually for individuals, $3,200 to $8,000 annually for couples; Project-Based Financial Planning: $2,000 to $6,800 for individuals, $2,700 to $7,500 for couples; Hourly Financial Planning: $225 per hour
Main office
Denver CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Driven Wealth · Driven Wealth, 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
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