Firm
Financial Life Journeys
Peyton, Colorado
Fee-only
Financial Life Journeys 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 23 individual clients.
- Its average account is about $99,000 (assets it manages divided by its 66 accounts).
- Its ongoing planning fee starts at $2,500 a year, below 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 | Peyton, Colorado |
|---|---|
| Website | finlifejourneys.com |
| Phone | (719) 300-5203 |
Financial Life Journeys 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 $2,500 a year |
|---|---|
| Asset-based fee | 0.8% a year on the first tier of assets |
| Account minimum | $200,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"0.8% for the first $1,000,000" source
"The minimum investable assets required is $200,000." source
"Annual Fees for Comprehensive Financial Planning range from $2,500 – $7,000" source
"Annual Fees for Comprehensive Financial Planning range from $2,500 – $7,000" 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 | $7 million |
| Individual clients | 23 |
| Accounts managed | 66 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 10, 2026 |
| SEC record | CRD 306786 |