MY Wealth Planners is a registered investment advisor based in Longmont, Colorado, founded in 2019 and led by Daniel Yerger. The firm specializes in comprehensive financial planning and investment management services for individuals, high-net-worth clients, business owners, and corporate retirement plans. MY Wealth Planners uses modern portfolio theory and primarily passive investment strategies, building customized asset allocations tailored to each client's risk tolerance and financial goals. In addition to portfolio management, the firm offers broad advisory services covering retirement planning, tax strategies, cash flow and debt management, employee benefits optimization, estate planning, business consulting, and divorce financial analysis. MY Wealth Planners requires ongoing financial planning as a bundled service alongside investment management for most client relationships.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Ongoing financial planning and investment management are charged as an annual fee of 0.50% of total client net worth, with a minimum annual fee of $6,000. For standalone managed investments, the firm typically charges a 1% annual fee.
