Firm
Downshift Financial
Erie, Colorado
Fee-only
Downshift Financial at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 81 individual clients, 81 of them high net worth.
- Its average account is about $606,000 (assets it manages divided by its 354 accounts).
- Its ongoing planning fee starts at $12,000 a year, above the Colorado median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Erie, Colorado |
|---|---|
| Website | downshiftfinancial.com |
| [email protected] | |
| Phone | (720) 515-0564 |
Downshift Financial 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 $12,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$3,000 per quarter flat fee." 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 | Fixed fees |
|---|---|
| Assets managed | $215 million |
| High-net-worth clients | 81 |
| Accounts managed | 354 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-131232) |
| Financial planning | Offered |
| Form ADV filed | June 29, 2026 |
| SEC record | CRD 314068 |