Firm
Narrow Path Financial
Fort Collins, Colorado
Fee-only
Facts
| Based in | Fort Collins, Colorado |
|---|---|
| Website | narrowpathfinancial.net |
| Phone | (970) 219-0936 |
Narrow Path Financial 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.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.5% Investment Advisory Fee" source
"Our fees are charged on a percentage of assets managed." 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 |
|---|---|
| Assets managed | $65 million |
| Individual clients | 39 |
| Financial planning | Offered |
| Form ADV filed | March 15, 2026 |
| SEC record | CRD 173480 |