PlannerFees

Be Your Best Financial fees and pricing

Financial planner in Littleton, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 28, 2026, Be Your Best Financial charges $320 an hour and a flat or project fee of $3,800⁠-⁠$12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$320/hr
“For standalone consultations or limited engagements that do not include a financial plan, we charge $320 per hour, billed in 10 minute increments.”
Flat or project fee
$3,800⁠-⁠$12,000
“For individual financial plans, we charge a fixed fee ranging from $3,800 to $12,000.”

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

How Be Your Best Financial bills

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

  • “Fees are negotiable as determined by the Advisor and the final agreed upon fee will be outlined in your Advisory Contract.”
  • “Fees are paid by electronic funds transfer (EFT) or check.”
  • “Fees are negotiable as determined by the Advisor and the final agreed upon fee will be outlined in your Advisory Contract.”

How Be Your Best Financial’s fees compare

  • Its hourly rate of $320 is above the Colorado median of $300. 63% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 6 of the 8 other planners in Littleton that publish an hourly rate charge less.
  • Its flat or project fee of $3,800-$12,000 spans the Colorado median of $5,250. 72% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 7 of the 8 other planners in Littleton that publish a flat or project fee charge less.

About Be Your Best Financial

“We offer Financial Planning and Investment Management Services. We provide financial planning services with a limited scope of engagement.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Early retirement / FIRE
  • Insurance analysis
  • Cash flow and budgeting

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
2% a year
Clients
12
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
$3,608,740
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
308905
Website
youtube.com/@bybfinancial (opens in new tab)
Phone
(720) 595-9809

Other planners in Littleton that publish fees

Compare all 19 planners in Littleton

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.