Wealth Engineers, LLC
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About
Wealth Engineers provides comprehensive wealth management and financial planning to individuals, high‑net‑worth clients, trusts, estates, corporations, and small‑business retirement plans. Its services include discretionary investment management, ongoing and project‑based financial planning, and retirement‑plan consulting and fiduciary support for plan sponsors.
The firm’s investment process emphasizes low‑cost, diversified mutual funds and ETFs and is grounded in modern portfolio theory, efficient‑market assumptions, and factor research such as the Fama‑French model; portfolios are implemented with a long‑term asset‑allocation focus and tax‑aware transitions for legacy positions. Clients receive an Investment Policy Statement and periodic reviews, and the advisor offers two service tiers that bundle discretionary management with varying levels of planning deliverables and reporting.
Noteworthy for a firm of its size, Wealth Engineers combines asset‑based portfolio management with a standardized ongoing planning fee schedule and tiered service packaging that can reduce planning fees for clients who meet certain asset thresholds, while still accommodating limited standalone or legacy arrangements. The firm also provides outsourced CFO/business consulting and both 3(21) and 3(38) retirement‑plan fiduciary services, and manages roughly $118 million across a modest client base—signaling a mix of integrated planning, business advisory, and plan‑level fiduciary capabilities that is less common among peers.
Client services
Expertise
Occupation focus
Fee options
Small business retirement plan consulting flat fees typically range from $3,750 to $15,000 annually, paid quarterly in arrears
$0 - $3,500,000: 0.50% annually for Wealth Management service level $3,500,001+: No additional fee for Wealth Management service level $0 - $3,500,000: 0.75% annually for Dynamic Wealth Planning service level $3,500,001+: No additional fee for Dynamic Wealth Planning service level
Hourly financial planning services at $350 to $500 per hour; hourly consulting for small business retirement plans $350 to $500 per hour with minimum project size $3,750
Account minimum: $750,000 minimum portfolio size for ongoing advisory relationship; $400,000 minimum portfolio size for stand-alone investment management services Minimum fee: Minimum monthly fee of $312.50 for Wealth Management service level; $625.00 for Dynamic Wealth Planning service level; minimum annual fee of $3,750 for small business retirement plan consulting (3(21) fiduciary services); $6,000 minimum annual fee for 3(38) fiduciary services Fee-only: Ongoing financial planning fees from $500 to $1,000 per month ($6,000 to $12,000 annually) depending on assets and complexity; ongoing financial planning fees reduced for clients with assets above $750,000; hourly financial planning services at $350 to $500 per hour with minimum project size of $3,500
Main office
600 17th Street, Suite 2800 South
Denver CO 80202-5428
Advisors at this office
2
Most active in
California · Colorado
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.
Quick links
Advisors at this firm
Jonathan D
CFP®, CFA®
Denver, CO
Wealth Engineers, LLC
Jonathan Duong is a CFP® and CFA® with 13 years of experience, currently serving as the sole advisor at Wealth Engineers, LLC in Denver, CO. Since founding the firm in 2013, he has also provided business consulting services including outsourced CFO roles, financial analysis, and succession planning. Wealth Engineers offers comprehensive wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations, and small-business retirement plans. The firm’s investment approach focuses on low-cost, diversified mutual funds and ETFs, using modern portfolio theory and factor research, combined with tax-aware portfolio management and tiered service offerings.
Alicia D
CFP®
Denver, CO
Wealth Engineers, LLC
Alicia Duong is a CFP® professional with eight years at Wealth Engineers, LLC and a total of 14 years of industry experience, including 12 years at Raytheon. She is based in Denver, CO. Wealth Engineers, LLC provides comprehensive wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and small-business retirement plans. The firm emphasizes low-cost, diversified portfolios grounded in modern portfolio theory and offers discretionary investment management alongside financial planning and retirement-plan consulting.
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