Fee-OnlyFinder

% of assets managed in Fort Collins, CO

21 advisers in Fort Collins offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).

All 21

Acorn Creek Capital LLC215 West Oak Street, 10th Floor, Ste 1000 · Fort Collins, CO 80521 · (970) 818-4820 · Financial planningCRD 325809 · % of assets, Hourly charges, Fixed fees · $488.7 million AUMSEC registeredNo commissions reportedAscension Financial215 West Magnolia St., Suite 200 · Fort Collins, CO 80521 · (970) 689-6201 · % of assets managedCRD 134033 · % of assets · $92.4 million AUMState registeredNo commissions reportedBalanced Wealth Partners LLC3711 John F Kennedy Parkway, Suite 230 · Fort Collins, CO 80525 · (970) 851-8800 · Financial planningCRD 334701 · % of assets, Fixed fees · $19.6 million AUMState registeredNo commissions reportedBetter Pockets Financial242 Linden St, 1st Floor · Fort Collins, CO 80524 · (970) 716-1233 · Financial planningCRD 317366 · % of assets, Hourly charges, Fixed fees · $8.3 million AUMState registeredNo commissions reportedFpfoco375 E. Horsetooth Rd., Bldg. 3, Ste. 203 · Fort Collins, CO 80525 · (970) 225-0504 · Financial planningCRD 283890 · % of assets, Fixed fees · $151.7 million AUMSEC registeredNo commissions reportedFruitage Financial LLC2580 East Harmony Rd., Suite 301-50 · Fort Collins, CO 80528 · (970) 399-9031 · Financial planningCRD 283352 · % of assets, Hourly charges, Fixed fees · $82.6 million AUMState registeredNo commissions reportedGrowstrong Wealth Strategies736 Whalers Way, Suite G100 · Fort Collins, CO 80525 · (866) 535-2774 · Financial planningCRD 308299 · % of assets, Hourly charges, Fixed fees · $127.0 million AUMSEC registeredNo commissions reportedGuidepost Financial Planning, LLC2601 South Lemay, Unit #32 · Fort Collins, CO 80525 · (970) 419-8212 · Financial planningCRD 141947 · % of assets, Hourly charges, Fixed fees · $30.4 million AUMState registeredNo commissions reportedHaas Capital Management LLC1994 Kinnison Drive · Fort Collins, CO 80526 · (970) 402-9236 · % of assets managedCRD 156707 · % of assets · $9.7 million AUMState registeredNo commissions reportedJim Saulnier & Associates, LLC506 East Mulberry St · Fort Collins, CO 80524 · (970) 530-0556 · Financial planningCRD 169889 · % of assets, Hourly charges, Fixed fees · $286.4 million AUMSEC registeredNo commissions reported
Kyle S. Scott Financial Planning, INC.2000 S. College Ave, Suite 310 · Fort Collins, CO 80525 · (970) 893-4968 · Financial planningCRD 286364 · % of assets, Hourly charges · $72.0 million AUMState registeredNo commissions reportedNavigation Wealth Management2038 Caribou Drive, Suite 100 · Fort Collins, CO 80525 · (970) 672-1236 · Financial planningCRD 282640 · % of assets, Hourly charges, Fixed fees · $103.2 million AUMSEC registeredNo commissions reportedOaktree Financial Planning, LLC155 E. Boardwalk, Suite 300 · Fort Collins, CO 80525 · (970) 988-2044 · Financial planningCRD 147478 · % of assets, Hourly charges, Fixed fees · $90.2 million AUMState registeredNo commissions reportedSample Financial Advisers, LLC4025 Automation Way, #D1 · Fort Collins, CO 80525 · (970) 691-5863 · Financial planningCRD 284700 · % of assets · $21.1 million AUMState registeredNo commissions reportedSynergy Capital215 W Oak Street, Suite 1100 · Fort Collins, CO 80521 · (970) 837-3088 · Financial planningCRD 334117 · % of assets, Fixed fees · $98.8 million AUMSEC registeredNo commissions reportedTaylors Financial4025 Automation Way D3 · Fort Collins, CO 80525 · (970) 584-9551 · Financial planningCRD 323416 · % of assets, Fixed fees · $22.7 million AUMState registeredNo commissions reportedThe Planners INC.1015 W Horsetooth Rd, Ste 205 · Fort Collins, CO 80526 · (970) 658-9863 · Financial planningCRD 326556 · % of assets, Hourly charges, Fixed fees · $65.7 million AUMState registeredNo commissions reportedThe William Allan Corporation3711 John F Kennedy Pkwy., Suite 420 · Fort Collins, CO 80525 · (800) 677-5309 · Financial planningCRD 133147 · % of assets, Hourly charges · $204.4 million AUMSEC registeredNo commissions reportedTheory Financial2580 Harmony Road, Suite 201 · Fort Collins, CO 80528 · (970) 305-4649 · Financial planningCRD 304084 · % of assets · $319.2 million AUMSEC registeredNo commissions reportedTrail Ridge Investment Advisors, LLC2020 Caribou Drive, Suite 102 · Fort Collins, CO 80525 · (970) 305-5150 · Financial planningCRD 284741 · % of assets, Hourly charges, Other · $352.9 million AUMSEC registeredNo commissions reportedUnify Wealth Management LLC185 N College Avenue, 2nd Floor · Fort Collins, CO 80524 · (970) 484-9655 · Hourly feesCRD 277063 · % of assets, Hourly charges, Fixed fees · $54.5 million AUMState registeredNo commissions reported