PlannerFees

Better Pockets Financial fees and pricing

Financial planner in Fort Collins, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 13, 2026, Better Pockets Financial charges $250 an hour, a flat or project fee of $500⁠-⁠$15,000, and a monthly fee of $100⁠-⁠$150 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Financial Advice Specific financial advice is also offered in the form of a Fixed Fee hourly engagements at a rate of $250 per hour.”
Flat or project fee
$500⁠-⁠$15,000
“Project-Based Services Individual Project Based Financial Planning Project-Based Financial Planning is offered via a Fixed Fee engagement ranging from $500-$15,000, based on the needs of the client.”
Monthly fee
$100⁠-⁠$150/mo
“Monthly Fee - Single Monthly Fee - Couple Cornerstone Planning $100 $150 Wealth Planning Capstone Planning $200 $300 $325 $450 For all new clients, an Initial Onboarding fee equal to three (3) month minimum fee is due, in addition to the monthly fee.”

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

How Better Pockets Financial bills

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

  • “Fees may be negotiable in certain cases, including waiving or lowering the asset threshold, the monthly fee, the Initial Onboarding fee, or our hourly fee.”
  • “The monthly fee starts the 1 st day of the month immediately following the contract effective date, and it is paid in arrears.”
  • “Fees for this service may be paid by electronic funds transfer (EFT) or credit card.”

How Better Pockets Financial’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.
  • 5 of the 14 other planners in Fort Collins that publish an hourly rate charge less.
  • Its flat or project fee of $500-$15,000 spans the Colorado median of $5,250. 71% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 8 of the 11 other planners in Fort Collins that publish a flat or project fee charge less.

About Better Pockets Financial

“Better Pockets Financial offers three (3) Ongoing Financial Planning packages that are designed and priced to reflect the complexities Clients typically experience at different financial life stages.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 5 employees.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • 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
1.1% a year
Clients
36
Employees
5
Works with
Individuals and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed
$8,342,976
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
317366
Website
betterpocketsfinancial.com (opens in new tab)
Phone
(970) 716-1233

Can advise clients in 5 states: Colorado, Louisiana, New York, Ohio, Texas

Other planners in Fort Collins that publish fees

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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.