Wealth Engineers, LLC

Fee-Only. Independent. Fiduciary.

Financial planner in Denver, CO (show on map)

Wealth Engineers is a fee-only, independent Registered Investment Advisor (RIA) serving clients across the country with evidence-based financial planning and investment management.

Call (303) 500-3245

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About

Wealth Engineers is a fee-only, independent Registered Investment Advisor (RIA) serving clients all across the country. Our Wealth Management approach leans on the conclusions of Nobel Prize winning investment research paired with client-focused financial planning.

We help our clients develop a clear path to achieve their financial goals so they can focus on enjoying the journey instead of worrying about the destination.

Fee-only and independent RIA

Fiduciary duty and no conflicts of interest

Evidence-based investment strategies

Dynamic Wealth Planning for high-net-worth clients

Business Consulting & 401(k) Services

Services

Investing

Evidence-based investment management utilizing Nobel Prize-winning research and client-focused financial planning.

Fee-only advisory model Independent Registered Investment Advisor (RIA) Fiduciary standard of care Low-cost, evidence-based strategies

Financial Planning

Comprehensive financial planning services including tax planning, estate planning, and insurance coordination.

Dynamic Wealth Planning for clients with $1.25M+ assets Wealth Management for clients with $750k-$2.5M assets Business Consulting & 401(k) Services for small businesses

Business Consulting & 401(k) Services

On-going monthly flat-fee business consulting and small business 401(k) plan design, set-up, and management.

Customized business consulting based on complexity 401(k) plan design, set-up, and ongoing support Fee structure based on asset levels and service scope

Credentials & Certifications

Chartered Financial Analyst (CFA)

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Frequently Asked Questions

What is the fee structure for Wealth Engineers? +

Wealth Engineers charges a fee of 0.75% on the first $3.5M of assets for Dynamic Wealth Planning and 0.50% for Wealth Management on assets up to $3.5M, with fees capped above this amount.

Are there any conflicts of interest with Wealth Engineers? +

Wealth Engineers is an independent Registered Investment Advisor (RIA) and fee-only firm, meaning they do not sell financial products or receive referral fees, ensuring a fiduciary duty to clients.

What research informs Wealth Engineers' investment approach? +

Wealth Engineers bases its investment decisions on Nobel Prize-winning research and peer-reviewed studies from journals such as the Financial Analysts Journal, Research Foundation of CFA Institute, The Journal of Finance, and others.

How often do you meet with clients? +

New clients can expect 3-4 meetings in the first year, followed by 2 meetings annually thereafter, with on-demand collaboration available as needed.