Steven Zakelj is a CFP-designated registered investment advisor at Flatirons Wealth Management, based in Boulder, CO, with 15 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 116 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fees are negotiable for accounts over $5,000,000. All 529 accounts are charged 0.50% annually.
Fee Estimator
Contact
Steven Zakelj
Location
4450 Arapahoe Avenue, Suite 100, Boulder, CO, 80303
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Flatirons Wealth Management
Previous Registrations
Chrome Asset Management
Waddell & Reed, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
If you're looking for the typical financial guy in an expensive suit, tiny sports car, and wood paneled office, then you're in the wrong place. While by the age of 29Steve Zakeljwas leading the research and strategy department for a boutique Manhattan-based investment firm that catered to high and ultra high net worth clientele across the world, he walked away from that life. Instead, he chose a life focused on integrity, family, and community. That's why he startedFlatirons Wealth Management. He wanted to develop a business he could work in every day and sleep peacefully every night, knowing he had done right thing day in and day out. A place with no sales quotas, no bonuses, no trips, and no cheesy trophies based on how much product is sold.