Outbound Financial, Inc. 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 150 individual clients, 90 of them high net worth.
- Its average account is about $358,000 (assets it manages divided by its 423 accounts).
- Its ongoing planning fee starts at $9,600 a year, above the Colorado median of $6,000.
- Its website says it's taking new clients.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Boulder, Colorado |
|---|---|
| Website | outboundfinancial.com |
| [email protected] | |
| Phone | (498) 601-9970 |
Questions about Outbound Financial, Inc.
How much does Outbound Financial, Inc. charge?
Outbound Financial, Inc. publishes these prices: ongoing planning: from $9,600 a year; asset-based fee: 0.35% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Outbound Financial, Inc. paid?
Outbound Financial, Inc.'s Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Outbound Financial, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Outbound Financial, Inc..
What is the average account at Outbound Financial, Inc.?
Outbound Financial, Inc.'s average account is about $358,000. That's the assets on its Form ADV divided by its 423 accounts.
Is Outbound Financial, Inc. accepting new clients?
Yes, according to Outbound Financial, Inc.'s website, checked October 28, 2026.
Outbound Financial, Inc. 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 $9,600 a year |
|---|---|
| Asset-based fee | 0.35% a year on the first tier of assets |
| How it charges | Ongoing planning fee · Percentage of assets |
In the firm's words
"$9,600 Annual Fee per Household" source
"0.35% of Assets Under Management" 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 | $151 million |
| Individual clients | 60 |
| High-net-worth clients | 90 |
| Accounts managed | 423 |
| Employees | 1 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-131224) |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 287697 |