Maria Shanley
The Planners · Fort Collins, Colorado
Maria Shanley is a fee-only financial advisor at The Planners in Fort Collins, Colorado. Maria 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 4738818 |
| Exams passed | Series 63 (2004) · Series 65 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.theplannersinc.com |
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Questions about Maria
Is Maria Shanley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maria 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 Maria charge for financial advice?
Maria charges a flat fee or retainer and an ongoing planning fee.
Where is Maria Shanley based?
Maria Shanley is based in Fort Collins, Colorado.
What does Maria specialize in?
Maria's specialties include small business owners and physicians & residents. Maria works with founders, physicians and high earners.
Is Maria Shanley registered with the SEC?
Yes. Maria Shanley is registered as an investment adviser representative in CO and TX (CRD 4738818), 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 Maria Shanley?
Through Maria'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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