Firm
Headwaters Financial Planning
Granby, Colorado
Fee-only
Headwaters Financial Planning at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 8 individual clients.
- Its average account is about $113,000 (assets it manages divided by its 8 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Granby, Colorado |
|---|---|
| Website | headwatersfinancialadvisor.com |
| Phone | (720) 839-2668 |
Headwaters Financial Planning fees
Headwaters Financial Planning 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 | $1 million |
| Individual clients | 8 |
| Accounts managed | 8 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2025 |
| SEC record | CRD 330133 |