FINANCIAL PLANNING FORT COLLINS, LLC

FINANCIAL PLANNING FORT COLLINS, LLC of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 283890). Regulatory assets under management: $151.7M.

Registration

• CRD: 283890
• SEC file number: 801-130854
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283890 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search