Firm
Plan & Act
Buena Vista, Colorado
Fee-only
Plan & Act at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 82 individual clients, 14 of them high net worth.
- Its average account is about $142,000 (assets it manages divided by its 451 accounts).
- 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 | Buena Vista, Colorado |
|---|---|
| Website | planandact.com |
| Phone | (719) 966-5100 |
Plan & Act fees
Plan & Act doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $64 million |
| Individual clients | 68 |
| High-net-worth clients | 14 |
| Accounts managed | 451 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-69786) |
| Financial planning | Offered |
| Form ADV filed | June 23, 2026 |
| SEC record | CRD 148453 |