# FINANCIAL PLANNING FORT COLLINS, LLC

FINANCIAL PLANNING FORT COLLINS, LLC of FORT COLLINS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 283890
- Type: SEC-registered investment adviser
- SEC file number: 801-130854
- Location: 375 E. HORSETOOTH RD., BLDG. 3, STE. 203, FORT COLLINS, CO, 80525-3197
- Phone: 970-225-0504
- Latest filing: 2026-03-23
- Regulatory AUM: $151.7M
- Discretionary AUM: $150.2M
- Non-discretionary AUM: $1.5M
- Clients: 4
- Accounts: 471

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jason Samuel Speciner | PRESIDENT / CCO / IAR | — |
| Regina Marie Neenan | VOTING MEMBER, SHAREHOLDER | — |
| SPECINER JASON SAMUEL | PRESIDENT / CCO / IAR | — |
| Neenan Regina Marie | VOTING MEMBER, SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283890/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283890/similar
- Related entities: https://search.stillhousedata.com/firm/283890/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283890

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.