Firm
Financial Consulting Associates
Boulder, Colorado
Fee-only
Financial Consulting Associates 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 28 individual clients.
- Its average account is about $808,000 (assets it manages divided by its 41 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Phone | (970) 417-4825 |
Financial Consulting Associates fees
Financial Consulting Associates 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 |
|---|---|
| Assets managed | $33 million |
| Individual clients | 28 |
| Accounts managed | 41 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 114044 |