Atlas Lifestyle Planning Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on a non-negotiable hourly fee of $250 per hour.”

Flat or project fee

$250⁠-⁠$3,500

“Services are offered based on a flat fee between $250 and $3,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Atlas Lifestyle Planning Group LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For accounts managed by ATLAS at the custodial broker-dealer, fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Fees for accounts held at American Funds Service Company (“AFS’), the fees will be billed quarterly in arrears.”
• “The fee shall be paid within thirty (30) days following the end of the quarter for which such fees are payable.”

How Atlas Lifestyle Planning Group LLC’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
• Its flat or project fee of $250-$3,500 is below the Colorado median of $5,250. 14% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.

About Atlas Lifestyle Planning Group LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• College planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

67

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$12,110,256

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305278

Website

atlasfirms.com/investment-advisory (opens in new tab)

Phone

(480) 885-8988

Can advise clients in 2 states: Arizona, Colorado

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
• Adelmann Financial, Inc.Colorado Springs$500⁠-⁠$1,000/qtr
• Altus Wealth Group, LLCColorado Springs$250/hr, $1,000⁠-⁠$10,000
• Baskin Financial PlanningColorado Springs$500⁠-⁠$3,000, $250⁠-⁠$3,000/mo
• Best Life Infinity, LLCColorado Springs$375/hr, $24,000/yr

Compare all 49 planners in Colorado Springs