# Erik Sartin

> Erik Sartin is a fee-only financial advisor at The Planners in Fort Collins, Colorado. Erik charges a flat fee or retainer and an ongoing planning fee and focuses on small business owners and physicians & residents.

Page: https://find.wellspent.co/advisors/erik-sartin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Planners
- **Based in:** Fort Collins, Colorado
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $103.2M across 581 accounts
- **Specialties:** Small business owners, Physicians & residents
- **Works with:** Founders, Physicians, High earners
- **CRD:** 6089362 (https://adviserinfo.sec.gov/individual/summary/6089362)
- **SEC registration:** Investment adviser representative in CO, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.theplannersinc.com

## Frequently asked questions

### Is Erik Sartin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and The Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Erik charge for financial advice?

Erik charges a flat fee or retainer and an ongoing planning fee.

### Where is Erik Sartin based?

Erik Sartin is based in Fort Collins, Colorado.

### What does Erik specialize in?

Erik's specialties include small business owners and physicians & residents. Erik works with founders, physicians and high earners.

### Is Erik Sartin registered with the SEC?

Yes. Erik Sartin is registered as an investment adviser representative in CO and TX (CRD 6089362), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Planners manage?

The Planners reports $103.2M across 581 accounts in assets under management.

### How do I contact Erik Sartin?

Through Erik's website, www.theplannersinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6089362): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.theplannersinc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.