Erik Sartin
The Planners · Fort Collins, Colorado
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.
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Specialties
Who they serve
- Founders
- Physicians
- High earners
Facts
| Firm | The Planners |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $103.2M across 581 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 6089362 |
| Exams passed | Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.theplannersinc.com |
| Profile |
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Questions about Erik
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- The Planners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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