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Fpfoco

Financial planning in Fort Collins, CO

SEC registeredNo commissions reported

Call (970) 225-0504Send a messageMap ↗

Public-record details

Address
375 E. Horsetooth Rd., Bldg. 3, Ste. 203, Fort Collins, CO 80525
Phone
(970) 225-0504
Listed under
Financial planning, Flat / fixed fees, % of assets managed
Legal name
Financial Planning Fort Collins, LLC
CRD number
283890
Registration
SEC registered since 2024-08-02
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management
$151.7 million
Accounts managed
471
Clients reported (Form ADV 5.D)
119
Individual / high-net-worth clients
78 / 41
Employees
4
Other business activities (Form ADV 6.A)
Also active as: accountant or accounting firm
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-23

SEC registered investment adviser, CRD 283890, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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All 22 in Fort Collins →