Please contact us with any questions about Financial Planning Fort Collins, our process, or our planners. If you’re a current client and you’d like to set up a time for a meeting, you can do that right now on our Meeting page. If you’re not a client and you’re interested in working with us, you can learn about our services and schedule an intro call on the Our Process page.
Just want to join our mailing list? Click here.
Financial Planning Fort Collins
375 E. Horsetooth Rd.
Bldg. 3, Ste. 203
Fort Collins, CO 80525
Phone: (970) 225-0504
Fax: (970) 658-0050
|Assets Under Management||Annual Fee|
|$0 - $1,000,000||0.60%|
|$1,000,000 - $3,000,000||0.50%|
|$3,000,000 - $5,000,000||0.25%|
|$5,000,000 and above||0.10%|