Financial Planning Fort Collins (FPFoCo) is Your Full-Time Fiduciary®. 100% employee-owned, we offer financial planning, investment management, and income tax preparation in one comprehensive service package. As an ensemble, we excel at guiding successful singles, couples, and families who want professional assistance with their finances. With over 30 years of combined experience, our CERTIFIED FINANCIAL PLANNER™ pros have the expertise to serve you.
Dan Andrews is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Estate Planner® designee, and Chartered Advisor in Philanthropy® as well as the Director of Estate and Financial Planning at Financial Planning Fort Collins. Helping clients since 2012, Dan aims to make the financial planning process less daunting. Even though he also has extensive knowledge in estate planning, Dan enjoys financial planning with a professional yet light-hearted approach. To learn more about Dan, read his blogs or the articles he’s been featured in.
Regina Neenan is a CERTIFIED FINANCIAL PLANNER™ professional and the Director of Cash-Flow and Insurance Planning at Financial Planning Fort Collins. With a lifelong passion for personal finance, they have been serving FPFoCo clients since 2018. You can learn more about Regina on our About page.
Jason Speciner is a CERTIFIED FINANCIAL PLANNER™ professional, an Enrolled Agent, and the founder of Financial Planning Fort Collins, a 100% employee-owned and fee-only firm. He is also a member of the National Association of Personal Financial Advisors (NAPFA) and XY Planning Network (XYPN). Since 2004, he has served clients of all ages and backgrounds with unique experience working with members of generations X and Y. To learn more, check out Jason's blogs and see the media he's been featured in.
Assets Under Management | Fee as a % of AUM |
---|---|
$100,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$100,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$125,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
Assets Under Management | Fee as a % of AUM |
---|---|
$125,000 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 or more | 0.50% |
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Assets Under Management (AUM) | Annual fee as % of AUM or flat-dollar |
---|---|
$0 - $249,999 | 1.00% |
$250,000 - $499,999 | 0.90% |
$500,000 - $999,999 | 0.80% |
$1,000,000 - $1,999,999 | 0.65% |
$2,000,000 - $2,999,999 | 0.50% |
$3,000,000 - $3,999,999 | $15,000 |
$4,000,000 - $4,999,999 | $20,000 |
$5,000,000 or more | $25,000 + $2,000 per additional $1mm |
Annual Fee | Investable Net Worth (INW) |
---|---|
$4,000 (minimum for an individual) | Up to $500,000 |
$6,000 (minimum for couples) | Up to $1,000,000 |
$8,000 | Up to $1,500,000 |
$10,000 | Up to $2,000,000 |
$11,000 | Up to $2,500,000 |
$12,000 | Up to $3,000,000 |
+ $1,000 | per additional $1,000,000 of INW |
Annualized Flat Fee | Net Worth (NW) |
---|---|
$6,000 (our minimum fee) | Up to $1,000,000 |
$8,000 | Up to $1,500,000 |
$10,000 | Up to $2,000,000 |
$12,000 | Up to $3,000,000 |
+ $1,000 | per additional $1,000,000 of NW |
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% |