Indelible Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Indelible Wealth Group is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers comprehensive wealth management that combines discretionary and non-discretionary investment management with financial planning and retirement-plan advisory services, and it reports managing roughly $156 million for about 160 clients across five offices.
The firm’s investment process is grounded in Modern Portfolio Theory and fundamental analysis and uses five model portfolios ranging from Aggressive to Conservative, with core allocations in broad-based index funds, ETFs, and bond funds or individual bonds. IWG typically takes a long-term approach while rebalancing and making tactical adjustments (including tax‑loss/gain harvesting and cash management) as client needs or market conditions change, and it provides ongoing monitoring with formal reviews at least annually.
Compared with many peer teams, IWG’s footprint of five offices for a five-adviser team is uncommon and reflects a multi-office operating model that can support both individual and institutional plan clients. The firm maintains institutional custody relationships with major custodians that provide platform services, offers defined retirement-plan fiduciary consulting (IPS development, vendor selection, fee assessment/negotiation, and participant education), and discloses ancillary business activities — including insurance-licensed advisory personnel and a principal’s separate real-estate management interest — that create potential conflicts of interest addressed in its disclosures.
Client services
Expertise
Fee options
Fixed fees for financial planning engagements up to $2,500
$0 - $500,000: 0.65% annually $500,001 - $2,500,000: 0.50% annually $2,500,001 - $5,000,000: 0.40% annually $5,000,001+: 0.25% annually
Certain Advisory Persons are licensed insurance professionals and may earn commissions from insurance product sales separate from advisory fees
Up to $250 per hour for stand-alone financial planning services
Account minimum: $750 to $1,250 annual minimum fee (based on service complexity), may be waived or reduced at Advisor's discretion Minimum fee: Annual minimum fee ranging between $750 and $1,250 depending on service complexity; may be waived or reduced at Advisor's discretion Fee-only: Investment advisory fees based on assets under management; stand-alone financial planning offered on hourly basis or fixed fee basis
Main office
See officeBerthoud CO
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Colorado · Texas
Also doing business as
Indelible Wealth Group · Indelible Wealth Group LLC · Indelible Wealth Group, 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Advisors at this firm
John G
Series 63, Series 66
Berthoud, CO
Indelible Wealth Group
John Gutierrez is a financial advisor at Indelible Wealth Group with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Indelible Wealth Group since 2019, following a decade at Schwab Private Client Investment Advisory, Inc. Indelible Wealth Group is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary investment management with financial planning and retirement-plan advisory services, employing a long-term investment approach based on Modern Portfolio Theory and fundamental analysis.
Jason B
CFP®, Series 63, Series 66
Berthoud, CO
Indelible Wealth Group
Jason Brooks is a CFP® with 20 years of industry experience. He has been with Indelible Wealth Group since 2013 and also owns MountainHound LLC, a company that manufactures outdoor gear for large breed dogs. Indelible Wealth Group provides wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and charitable organizations. The firm uses a modern portfolio theory-based investment approach with model portfolios ranging from Aggressive to Conservative and serves clients on both discretionary and non-discretionary bases.
Carshon R
Series 63, Series 66
Berthoud, CO
Indelible Wealth Group
Carshon Rodgers is a financial advisor at Indelible Wealth Group with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Indelible Wealth Group since 2017, following prior roles at Belpointe Asset Management and LPL Financial. Outside of his advisory role, Rodgers is an independent insurance agent and is involved with Stryde Solution LLC, a business focused on tax incentives and cost reduction, as well as Archimedes Offspring Management, which invests in inventions. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm uses a modern portfolio theory-based approach with diversified model portfolios and offers both discretionary and non-discretionary services while acting as a fiduciary.
Steven W
Series 63, Series 65
Berthoud, CO
Indelible Wealth Group
Steven Wiggins is a financial advisor at Indelible Wealth Group with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of financial advising, he assists with administrative duties at Skills 4 Life, a pediatric speech, occupational, and physical therapy care coordination business. Indelible Wealth Group serves a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs an investment approach grounded in Modern Portfolio Theory and fundamental analysis, managing approximately $156 million through a multi-office team structure.
Lawrence G
Series 63, Series 66
Berthoud, CO
Indelible Wealth Group
Lawrence Gale is a financial advisor at Indelible Wealth Group in Palisade, Colorado, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Indelible Wealth Group since 2017. Indelible Wealth Group provides wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, retirement plans, and charitable organizations. The firm employs a modern portfolio theory approach using model portfolios ranging from aggressive to conservative, focusing on broad-based index funds, ETFs, mutual funds, and bonds, while offering discretionary and non-discretionary services as a fiduciary.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)