Carriere Financial Planning LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 3, 2026, Carriere Financial Planning LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “(*The daily rate is calculated by dividing the annual asset-based fee rate by 365.) Financial Planning Fees Financial planning is included at no additional charge when a client has $250k in assets under management with CFPL. Hourly Fees The hourly fee for these services is $250 per hour.”

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

“These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
“For all asset-based fees paid in advance, the fee refunded will be equal to the balance of the fees collected in advance minus the daily rate* times the number of days elapsed in the billing period up to and including the day of termination.”
“The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”

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.
2 of the 23 other planners in Colorado Springs 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®.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2021 (5 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: 1.2% a year
Clients: 22
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $4,959,962
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 315205
Website: carrierefinancialplanning.com (opens in new tab)
Phone: (719) 421-6333

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