Financial Consulting Associates fees
Financial planner in Montrose, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Financial Consulting Associates (Montrose, CO) charges $140-$160 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change.
- Hourly rate
- $140-
$160/hr Below the Colorado median of $293; 5% of the 129 other planners in Colorado that publish an hourly rate charge less. The one other planner in Montrose charges more.
“Hourly rates for services offered outside of investment management normally range from $140 to $160 per hour as indicated in the perspective service agreement.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and EA
- Team size
- Solo practice (one employee)
- Registered since
- 1999 (27 years)
How Financial Consulting Associates bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All Clients will be mailed a quarterly invoice showing Client’s quarterly fee calculations and quarterly fee due.”
- “Additional billing notices may include a re-billing fee of $20.00, if payment is not made within 30 days of being invoiced.”
- “All fees are subject to change and Clients shall be notified at least thirty days in advance of any such changes.”
About Financial Consulting Associates
- Founded: 1983 (43 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 28
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $33.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 12, 2026
- CRD number
- 114044 (opens in new tab)
- Phone
- (970) 417-4825
Other planners in Montrose that publish fees
- High Country Capital ManagementMontroseHourly $300/hr
More planners in Colorado that publish fees
- Retire Right Planning, LLCDenverHourly $100/hr, Flat $1,200
- Financial Mountain IncBoulderFlat up to $5,000
- Otium Wealth ManagementFort CollinsHourly up to $300/hr, Flat up to $10,000
- The Horst Group, LLCDenverFlat $2,500, Quarterly $3,250/qtr
- Lucid Financial PlanningNederlandHourly $800/hr, Annual $5,800-$17,800/yr
- Ten Talents Financial Planning LLCParkerHourly up to $650/hr, Flat $1,800-$12,000
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.