Boulder Financial Planning Company fees and pricing
Financial planner in Longmont, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 1, 2026, Boulder Financial Planning Company charges $450 an hour and a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Our hourly rate is $450.”
- Flat or project fee
- $1,000-$10,000
“We charge a quarterly fee of $1,000 - $10,000 for Ongoing Comprehensive Financial Planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Boulder Financial Planning Company 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.”
- “This fee is paid in arrears on a quarterly basis as of the last business day of the billing period.”
- “Our Investment Management fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Boulder Financial Planning Company’s fees compare
- Its hourly rate of $450 is above the Colorado median of $300. 89% of the 231 other Colorado planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Longmont that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$10,000 spans the Colorado median of $5,250. 54% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 3 of the 5 other planners in Longmont that publish a flat or project fee charge less.
About Boulder Financial Planning Company
- Principal: Samuel Napp
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- 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
- 0.35% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 343638
- Phone
- (303) 330-0353
Other planners in Longmont that publish fees
- Best Life Financial Planning, LLCLongmont$200/hr, $1,000-$7,000
- 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
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.