Cosner Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175/hr

“Our hourly fees are $175 for financial advisors.”

Flat or project fee

$500⁠-⁠$10,000

“Flat fees generally range from $500 to $10,000.”

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

How Cosner Financial Group, LLC bills

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

• “Advisory fees will be charged in advance of each calendar quarter.”
• “Our firm’s fees are billed on a pro-rata annualized basis quarterly in arrears based on the value of your account on the last day of the quarter.”
• “Our fees are billed on a pro-rata annualized basis quarterly in advance.”

How Cosner Financial Group, LLC’s fees compare

• Its hourly rate of $175 is below the Colorado median of $300. 9% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Colorado median of $5,250. 50% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Cosner Financial Group, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2015 (11 years).

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

1.8% a year

Clients

614

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$369,813,121

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147942

Website

cosnerfinancialgroup.com (opens in new tab)

Phone

(970) 482-3922

Can advise clients in 10 states: Arizona, Colorado, Florida, Louisiana, Nebraska, New Hampshire, New Mexico, Oklahoma, Texas, Wyoming

Other planners in Colorado that publish fees

• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Ace Wealth Partners, LLCWestminster$200/hr, $1,500⁠-⁠$2,500

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