PlannerFees

CDP Financial Group, LLC fees and pricing

Financial planner in Littleton, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 25, 2026, CDP Financial Group, LLC charges $150 an hour and a flat or project fee of $5,000 for financial planning.

Published fees

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

Hourly rate
$150/hr
“For financial planning and Portfolio Consulting services, clients are either charged an hourly fee of $150 for these services, or they may elect a flat fee for the services not to exceed $5,000, as negotiated between the client and CDP, prior to implementing the financial planning services agreement.”
Flat or project fee
$5,000

From the same sentence as above.

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

How CDP Financial Group, LLC bills

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

  • “Fees are calculated each quarter and paid in arrears.”
  • “Upon termination of the agreement, CDP will invoice the client for the prorated quarterly fee, based on account value on day of termination.”
  • “If client chooses to pay directly, he/she has 7 days from receipt of the invoice to send in the payment.”

How CDP Financial Group, LLC’s fees compare

  • Its hourly rate of $150 is below the Colorado median of $300. 3% of the 231 other Colorado planners that publish an hourly rate charge less.
  • None of the 8 other planners in Littleton that publish an hourly rate charge less.
  • Its flat or project fee of $5,000 is below the Colorado median of $5,250. 44% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 2 of the 8 other planners in Littleton that publish a flat or project fee charge less.

About CDP Financial Group, LLC

“Company Description CDP Financial Group, LLC (referred herein as CDP) offers advisory services where appropriate to individuals, retirement plans, trusts and estates, and other business entities.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning

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
1.5% a year
Clients
110
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$100,463,661
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
155725
Website
cdpfinancial.com (opens in new tab)
Phone
(303) 794-0706

Other planners in Littleton that publish fees

Compare all 19 planners in Littleton

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.