Best Life Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Our hourly rate is $200.”

Flat or project fee

$1,000⁠-⁠$7,000

“Ongoing Financial Planning BLFP collects an initial fee of $1,000 - $7,000.”

Quarterly fee

$500⁠-⁠$2,000/qtr

“Fees are paid quarterly in arrears, ranging from $500 - $2,000 per quarter.”

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

How Best Life Financial Planning, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Upon delivery of the financial plan, we charge a recurring fixed fee for Ongoing Financial Planning.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Best Life Financial Planning, LLC’s fees compare

• Its hourly rate of $200 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Longmont that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$7,000 spans the Colorado median of $5,250. 39% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Longmont that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Best Life Financial Planning, LLC

• Principal: David Robinson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA, ChFC®, and CFA.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Tax planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341171

Website

bestlifefinancialplanning.com (opens in new tab)

Phone

(480) 516-9734

Can advise clients in 3 states: Colorado, Georgia, New York

Other planners in Longmont that publish fees

• Boulder Financial Planning CompanyLongmont$450/hr, $1,000⁠-⁠$10,000
• Ellis Financial Solutions LLCLongmont$150⁠-⁠$500
• Momentum Financial Planning LLCLongmont$3,299, $349⁠-⁠$478/mo
• MoneyfullLongmont$250⁠-⁠$450/hr
• My Wealth PlannersLongmont$10,000/yr
• Prosperity Investment Advisors, Inc.Longmont$195/hr

Compare all 9 planners in Longmont