Century Investments fees and pricing

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

According to its Form ADV Part 2A brochure dated October 4, 2021, Century Investments charges $225 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 4, 2021. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $225/hr; “AND CONSULTING Century Investments charges an hourly fee of $225 for financial planning.”

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

“Fees are billed quarterly in advance based on the value of assets managed as of the close of business on the last business day of the previous month.”
“If margin is utilized, the fees will be billed based on the net asset value of the account.”

Its hourly rate of $225 is below the Colorado median of $300. 22% of the 231 other Colorado planners that publish an hourly rate charge less.

Principal: Ronald Phillips
Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2006 (20 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 305829
Website: RetireIQ.com (opens in new tab)
Phone: (719) 545-6442

Is something on this page wrong or out of date?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