Financial Planning Fort Collins 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 4 employees and 119 individual clients, 41 of them high net worth.
- Its average account is about $322,000 (assets it manages divided by its 471 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Fort Collins, Colorado |
|---|---|
| Website | yourfulltimefiduciary.com |
| [email protected] | |
| Phone | (970) 225-0504 |
Questions about Financial Planning Fort Collins
How much does Financial Planning Fort Collins charge?
Financial Planning Fort Collins publishes these prices: one-time plan: from $3,000. We found this on its website, checked November 7, 2026.
How is Financial Planning Fort Collins paid?
Financial Planning Fort Collins's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Financial Planning Fort Collins have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Financial Planning Fort Collins, and 2 hold the CFP.
What is the average account at Financial Planning Fort Collins?
Financial Planning Fort Collins's average account is about $322,000. That's the assets on its Form ADV divided by its 471 accounts.
What does Financial Planning Fort Collins specialize in?
Financial Planning Fort Collins's advisors and website list tax planning, estate & legacy planning, retirement planning and equity compensation.
Is Financial Planning Fort Collins accepting new clients?
Yes, according to Financial Planning Fort Collins's website, checked November 7, 2026.
Does Financial Planning Fort Collins work with clients virtually?
Yes. Financial Planning Fort Collins's website says it works with clients virtually.
Financial Planning Fort Collins fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"In most cases, we charge a flat fee of $3,000 for an initial financial plan." source
"Our flat fee for ongoing implementation support includes the management of up to $1,000,000 at Fidelity or Charles Schwab at no additional charge." source
"For ongoing implementation support, fees are billed monthly or quarterly." source
"In most cases, we charge a flat fee of $3,000 for an initial financial plan." 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 · Fixed fees |
|---|---|
| Assets managed | $152 million |
| Individual clients | 78 |
| High-net-worth clients | 41 |
| Accounts managed | 471 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-130854) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 283890 |