Firm
CDP Financial Group
Littleton, Colorado
Fee-only
CDP Financial Group at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the ChFC.
- Its Form ADV reports 2 employees and 110 individual clients, 24 of them high net worth.
- Its average account is about $391,000 (assets it manages divided by its 257 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Littleton, Colorado |
|---|---|
| Website | cdpfinancial.com |
| Phone | (303) 794-0706 |
CDP Financial Group fees
CDP Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $100 million |
| Individual clients | 86 |
| High-net-worth clients | 24 |
| Accounts managed | 257 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-135676) |
| Financial planning | Offered |
| Form ADV filed | March 25, 2026 |
| SEC record | CRD 155725 |