Financial Action, Inc. fees and pricing
Financial planner in Monument, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Financial Action, Inc. charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“This arrangement charges a mutually agreed-upon fee for financial planning services, not to exceed $3,000 per plan or $175 per hour with 50% of the fee due at engagement and the remaining 50% due upon the delivery of the plan.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Action, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our annual fee is prorated and charged quarterly in arrears based on the average daily balance of the account.”
- “This fee is negotiable, but the terms and the advisory fee are agreed upon in advance and acknowledged by the Plan Sponsor Agreement or Plan Provider’s account agreement.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
How Financial Action, Inc.’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.
- None of the 3 other planners in Monument that publish an hourly rate charge less.
About Financial Action, Inc.
“Our Firm offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning, and retirement services.”
- Firm size: 6 employees.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax 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
- 1.2% a year
- Minimum
- $50,000 in assets (stated in brochure)
- Clients
- 464
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $100,278,633
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140285
- Phone
- (719) 357-7189
Can advise clients in 8 states: Arizona, Colorado, Florida, Louisiana, Nebraska, Oklahoma, Texas, Wyoming
Other planners in Monument that publish fees
- Modern FinancialMonument$200/hr, $1,000-$15,000
- Prudent WealthcareMonument$250/hr, $2,000/yr
- The Real Estate Whisperer(r)Monument$475/hr, $7,500-$12,500
- 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
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.