Firm
Better Pockets Financial
Fort Collins, Colorado
Fee-only
Better Pockets Financial at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 5 employees and 36 individual clients.
- Its average account is about $99,000 (assets it manages divided by its 84 accounts).
- Its ongoing planning fee starts at $1,200 a year, below the Colorado median of $6,000.
- Its hourly rate of $250 is below the Colorado median of $290.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Fort Collins, Colorado |
|---|---|
| Website | betterpocketsfinancial.com |
| Phone | (970) 716-1233 |
Better Pockets Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| Hourly | $250 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"Individual $100/mo" source
"We offer both Hourly and project-based engagements at a rate of $250 per hour." source
"A $600,000 portfolio pays 1.00% on the first $500,000 and 0.75% on the remaining $100,000." source
"We offer both Hourly and project-based engagements at a rate of $250 per hour." 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 | $8 million |
| Individual clients | 36 |
| Accounts managed | 84 |
| Employees | 5 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | May 5, 2026 |
| SEC record | CRD 317366 |