Be Your Best Financial LLC 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 1 employee and 12 individual clients, 3 of them high net worth.
- Its average account is about $103,000 (assets it manages divided by its 35 accounts).
- Its hourly rate of $320 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 | Littleton, Colorado |
|---|---|
| Website | beyourbestfinancial.com |
| [email protected] | |
| Phone | (720) 595-9809 |
Questions about Be Your Best Financial LLC
How much does Be Your Best Financial LLC charge?
Be Your Best Financial LLC publishes these prices: one-time plan: from $2,500; hourly: $320 an hour. We found this on its website, checked October 28, 2026.
How is Be Your Best Financial LLC paid?
Be Your Best Financial LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Be Your Best Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Be Your Best Financial LLC.
What is the average account at Be Your Best Financial LLC?
Be Your Best Financial LLC's average account is about $103,000. That's the assets on its Form ADV divided by its 35 accounts.
Is Be Your Best Financial LLC accepting new clients?
Yes, according to Be Your Best Financial LLC's website, checked October 28, 2026.
Does Be Your Best Financial LLC work with clients virtually?
Yes. Be Your Best Financial LLC's website says it works with clients virtually.
Be Your Best Financial LLC 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.
| One-time plan | From $2,500 |
|---|---|
| Hourly | $320 an hour |
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly · Flat fee |
In the firm's words
"You pay a flat fee ($2500-10000 based on complexity" source
"My hourly rate is $320." source
"Ongoing FINANCIAL PLANNING - Monthly or Quarterly" source
"A One Time - COMPREHENSIVE FINANCIAL PLAN" 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 | $4 million |
| Individual clients | 9 |
| High-net-worth clients | 3 |
| Accounts managed | 35 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | August 28, 2026 |
| SEC record | CRD 308905 |