Jason Speciner
Financial Planning Fort Collins · Fort Collins, Colorado
Jason Speciner is a fee-only financial advisor at Financial Planning Fort Collins in Fort Collins, Colorado, who holds the CFP and EA credentials. Financial Planning Fort Collins reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Financial Planning Fort Collins |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $151.7M across 471 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, CO, LA · CRD 4781020 |
| Exams passed | Series 66 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | yourfulltimefiduciary.com |
| Profile |
How Jason's firm compares
- Financial Planning Fort Collins's average account is about $322,000, from its Form ADV (assets managed divided by 471 accounts).
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Questions about Jason
Is Jason Speciner a fee-only financial advisor?
Yes. Jason Speciner is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.
How does Jason charge for financial advice?
Jason's firm, Financial Planning Fort Collins, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jason Speciner based?
Jason Speciner is based in Fort Collins, Colorado.
What credentials does Jason Speciner hold?
Jason Speciner holds the CFP and EA credentials.
Is Jason Speciner registered with the SEC?
Yes. Jason Speciner is registered as an investment adviser representative in CA, CO and LA (CRD 4781020), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Financial Planning Fort Collins manage?
Financial Planning Fort Collins reports $151.7M across 471 accounts in assets under management.
How do I contact Jason Speciner?
Through Jason's website, yourfulltimefiduciary.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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