Firm
Priority Financial Partners
Denver, Colorado
Fee-only
Priority Financial Partners at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 80 individual clients, 44 of them high net worth.
- Its average account is about $273,000 (assets it manages divided by its 369 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Denver, Colorado |
|---|---|
| Website | priorityfp.com |
| [email protected] | |
| Phone | (720) 319-8885 |
Priority Financial Partners 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.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 1.4% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"There is a one-time charge of $2,500 to $5,000 (depending on complexity) to get started" source
"we’re the best fit for those with investments totaling at least $750,000 and nearing retirement." source
"$0 - $750k" source
"all of our ongoing services are covered by an annual percentage calculated based on the balance of your investments." 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 | $101 million |
| Individual clients | 36 |
| High-net-worth clients | 44 |
| Accounts managed | 369 |
| Employees | 4 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 165806 |