Firm
Financial Counseling Associates
Aurora, Colorado
Fee-only
Financial Counseling Associates at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 125 individual clients, 22 of them high net worth.
- Its average account is about $822,000 (assets it manages divided by its 126 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Aurora, Colorado |
|---|---|
| Website | fca-inc.com |
| Phone | (720) 272-4419 |
Financial Counseling Associates 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1% of Assets Under Management on first $2M and 0.5% on assets over $2M." source
"1% of Assets Under Management on first $2M and 0.5% on assets over $2M." 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 |
|---|---|
| Assets managed | $104 million |
| Individual clients | 103 |
| High-net-worth clients | 22 |
| Accounts managed | 126 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-79159) |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 115123 |