Business Financial Strategies, LTD. fees and pricing

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

According to its Form ADV Part 2A brochure dated October 24, 2025, Business Financial Strategies, LTD. charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 24, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125/hr; “Hourly services are billed at the rate of $125 per hour.”

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

“Investment Management Services are billed on an hourly basis or a percentage of assets fee, as negotiated and agreed.”
“The development of the investment plan is billed on an hourly basis.”
“Fees are billed on a monthly, quarterly, or annual basis as appropriate, in arrears.”

Its hourly rate of $125 is below the Colorado median of $300. 3% of the 231 other Colorado planners that publish an hourly rate charge less.
None of the 13 other planners in Boulder that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 1999 (27 years).

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% a year
Clients: 12
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $27,660,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 113144
Phone: (303) 442-4780

Is something on this page wrong or out of date?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.