Baskin Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$3,000

“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront fee of $500-$3,000 and an ongoing monthly fee of $250-$3,000 that is paid monthly in arrears and may be negotiable in certain cases.”

Monthly fee

$250⁠-⁠$3,000/mo

From the same sentence as above.

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

How Baskin Financial Planning bills

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

• “Our billing invoice will indicate the total account value used to calculate the investment management fee.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
• “This fee is negotiable in certain cases.”

How Baskin Financial Planning’s fees compare

• Its flat or project fee of $500-$3,000 is below the Colorado median of $5,250. 13% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.

About Baskin Financial Planning

• Principal: Erik Baskin
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

52

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$29,306,288

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313393

Website

instagram.com/baskinfp (opens in new tab)

Phone

(719) 203-1462

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
• Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250⁠-⁠$3,500
• Best Life Infinity, LLCColorado Springs$375/hr, $24,000/yr

Compare all 49 planners in Colorado Springs