Firm
Irving Planning & Investments
Centennial, Colorado
Fee-only
Irving Planning & Investments at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the ChFC.
- Its Form ADV reports 2 employees and 126 individual clients, 16 of them high net worth.
- Its average account is about $214,000 (assets it manages divided by its 337 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Centennial, Colorado |
|---|---|
| Website | irvingplanning.com |
| Phone | (303) 985-4100 |
Irving Planning & Investments fees
Irving Planning & Investments 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 | $72 million |
| Individual clients | 110 |
| High-net-worth clients | 16 |
| Accounts managed | 337 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-63994) |
| Financial planning | Offered |
| Form ADV filed | February 17, 2026 |
| SEC record | CRD 109978 |