Financial Security Management, Inc fees and pricing

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

According to its Form ADV Part 2A brochure dated March 9, 2026, Financial Security Management, Inc charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “Our fees for services are computed at the hourly rate not to exceed $400.00 based on the number of hours expended by our firm.”

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

“Fees are calculated on the total household advisory assets under management and billed quarterly in advance.”
“It is also possible for you to send a check for the fee as opposed to having the fee removed from the account.”
“If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”

Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
3 of the 3 other planners in Lakewood that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.5% a year
Clients: 1,102
Employees: 7
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $611,525,004
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 116570
Website: fsm-inc.com (opens in new tab)
Phone: (303) 988-1411

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