Reset Financial Planning LLC 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 8 individual clients, 8 of them high net worth.
- Its average account is about $890,000 (assets it manages divided by its 18 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Colorado median of $6,000.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Fort Collins, Colorado |
|---|---|
| Website | resetfp.com |
| [email protected] | |
| Phone | (970) 232-3171 |
Questions about Reset Financial Planning LLC
How much does Reset Financial Planning LLC charge?
Reset Financial Planning LLC publishes these prices: ongoing planning: from $10,000 a year; one-time plan: from $4,800. We found this on its website, checked October 28, 2026.
How is Reset Financial Planning LLC paid?
Reset Financial Planning LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Reset Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Reset Financial Planning LLC.
What is the average account at Reset Financial Planning LLC?
Reset Financial Planning LLC's average account is about $890,000. That's the assets on its Form ADV divided by its 18 accounts.
What does Reset Financial Planning LLC specialize in?
Reset Financial Planning LLC's advisors and website list divorce financial planning, retirement planning, flat-fee planning and tax planning.
Reset Financial Planning LLC 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 $10,000 a year |
|---|---|
| One-time plan | From $4,800 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"We charge a flat annual fee starting at $10,000/year" source
"Flat fee starting at $4,800" source
"We charge a flat annual fee starting at $10,000/year" source
"We charge a flat annual fee starting at $10,000/year" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $16 million |
| High-net-worth clients | 8 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 324322 |