Adelmann Financial, Inc. fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Adelmann Financial, Inc. charges a quarterly fee of $500-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $500-$1,000/qtr
“For ongoing financial planning, the fee is $500 to $1000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Adelmann Financial, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisor fees are charged in advance for the current quarter based on the market value of your asset under management as of the close of the last trading day of the previous quarter.”
- “Alternatively, you may elect to be invoiced.”
- “Adelmann Financial, Inc. does not receive these fees. 401(K), PENSION AND PROFIT SHARING PLANS Advisor fees are charged quarterly in arrears based on the market value of plan assets as of the close of the last trading day of the quarter.”
About Adelmann Financial, Inc.
- Firm size: 3 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2011 (15 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 126
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $105,876,932
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 114825
- Phone
- (719) 599-7374
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
- Best Life Infinity, LLCColorado Springs$375/hr, $24,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.