Firm
Resource Design, Inc.
Fort Collins, Colorado
Fee-only
Resource Design, 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 42 individual clients, 22 of them high net worth.
- Its average account is about $523,000 (assets it manages divided by its 127 accounts).
- Its ongoing planning fee starts at $7,500 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 | Fort Collins, Colorado |
|---|---|
| Website | resourcedesign.com |
| [email protected] | |
| Phone | (859) 801-5466 |
Resource Design, 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 $7,500 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our minimum annual fee is $7,500 per year, paid quarterly or monthly (your choice)." source
"0.75% on the first $3,000,000" source
"Advisory service fees are assessed on a tiered schedule and are based on the amount of assets we manage on your behalf." source
"Our minimum annual fee is $7,500 per year, paid quarterly or monthly (your choice)." 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 | $66 million |
| Individual clients | 20 |
| High-net-worth clients | 22 |
| Accounts managed | 127 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 116014 |