Firm
Approach Financial, Inc.
Montrose, Colorado
Fee-only
Approach Financial, Inc. at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 69 employees and 721 individual clients, 182 of them high net worth.
- Its average account is about $294,000 (assets it manages divided by its 4,262 accounts).
- Its ongoing planning fee starts at $5,000 a year, below the Colorado median of $6,000.
- Its hourly rate of $375 is above the Colorado median of $290.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Montrose, Colorado |
|---|---|
| Website | approachfp.com |
| [email protected] | |
| Phone | (970) 765-0595 |
Approach Financial, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| One-time plan | From $685 |
| Hourly | $375 an hour |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Less than $600,000 $5,000" source
"QuickStart meeting: $685 for 80 minutes dedicated to whatever you want to discuss." source
"Hourly rate: Typically $375 per hour, although I usually quote a flat fee." source
"Yes, you can pay a flat fee for financial planning services or advice with Justin Pritchard, CFP®." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 539 |
| High-net-worth clients | 182 |
| Accounts managed | 4,262 |
| Employees | 69 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-118916) |
| Financial planning | Offered |
| Form ADV filed | October 24, 2026 |
| SEC record | CRD 285967 |