Firm
Whitmore Financial Planning
Creede, Colorado
Fee-only
Whitmore Financial Planning at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 2 individual clients, 1 of them high net worth.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Creede, Colorado |
|---|---|
| Phone | (719) 480-2823 |
Whitmore Financial Planning fees
Whitmore Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Hourly |
|---|---|
| Individual clients | 1 |
| High-net-worth clients | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 135433 |