Firm
Level Up Financial Planning
Timnath, Colorado
Fee-only
Level Up Financial Planning 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 61 individual clients, 10 of them high net worth.
- Its average account is about $81,000 (assets it manages divided by its 90 accounts).
- Its ongoing planning fee starts at $2,160 a year, below the Colorado median of $6,000.
- 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 | Timnath, Colorado |
|---|---|
| Website | levelupfinancialplanning.com |
| [email protected] | |
| Phone | (970) 222-6783 |
Level Up Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,160 a year |
|---|---|
| One-time plan | From $5,000 |
| Asset-based fee | 0.9% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Start-Up + $180/month" source
"Spouse/Partner + $1,000" source
"0.9%" source
"There is no investment minimum" 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 | 51 |
| High-net-worth clients | 10 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 289967 |