Russell Adelmann
Adelmann Financial · Colorado Springs, Colorado
Russell Adelmann is a fee-only financial advisor at Adelmann Financial in Colorado Springs, Colorado, who holds the CFP credential. Russell charges a percentage of assets and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Adelmann Financial |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model | Percentage of assets |
| Assets under management | $105.9M across 340 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 2202065 |
| Exams passed | Series 63 (1992) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.adelmannfinancial.com |
How Russell's firm compares
- Adelmann Financial's average account is about $311,000, from its Form ADV (assets managed divided by 340 accounts).
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Questions about Russell
Is Russell Adelmann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Russell holds no broker registration, and Adelmann Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Russell charge for financial advice?
Russell charges a percentage of assets.
Where is Russell Adelmann based?
Russell Adelmann is based in Colorado Springs, Colorado.
What does Russell specialize in?
Russell's specialties include retirement planning and estate & legacy planning.
What credentials does Russell Adelmann hold?
Russell Adelmann holds the CFP credential.
Is Russell Adelmann registered with the SEC?
Yes. Russell Adelmann is registered as an investment adviser representative in CO and TX (CRD 2202065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Adelmann Financial manage?
Adelmann Financial reports $105.9M across 340 accounts in assets under management.
How do I contact Russell Adelmann?
Through Russell's website, www.adelmannfinancial.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
- Adelmann Financial 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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