Financially Speaking Inc fees
Financial planner in Greenwood Village, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Financially Speaking Inc (Greenwood Village, CO) charges $250 an hour for financial planning.
- Website: financiallyspeakinginc.com (opens in new tab)
- Call (303) 290-0702
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the Colorado median of $293; 26% of the 129 other planners in Colorado that publish an hourly rate charge less. 2 of the 3 other planners in Greenwood Village charge less.
“For clients without assets under management, we charge an hourly rate of $250/hour for financial planning services.”
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)
- Team size
- 5 employees
- Registered since
- 1991 (35 years)
How Financially Speaking Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is billed quarterly in advance, as calculated from the portfolio value at close of business on the last day of the prior quarter. i.”
- “Because fees are billed in advance, we prorate for deposits and withdrawals that occur during the previous quarter if they adjust the bill by more than $10.”
- “Additionally, should we or you choose to terminate our relationship, we refund your fees to the date of termination. ii.”
About Financially Speaking Inc
“The main advisory services we offer to our clients include: Retirement Planning: We help individuals and businesses select and establish the retirement plan that best fits their goals and needs.”
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 295
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $165 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 24, 2026
- CRD number
- 106255 (opens in new tab)
- Phone
- (303) 290-0702
Other planners in Greenwood Village that publish fees
- InclinevestGreenwood VillageHourly $400-$500/hr, Flat $2,500-$12,000
- Stordahl Capital Management, Inc.Greenwood VillageHourly up to $500/hr
- Downing Street Wealth Management LLCGreenwood VillageHourly $85/hr
- One Brick Planning & Consulting, LLCGreenwood VillageHourly $150-$300/hr, Monthly $50-$1,000/mo
- Alpha Capital Family Office, LLCGreenwood VillageFlat $1,000-$300,000
- Oak Street InvestmentsGreenwood VillageHourly up to $300/hr, Flat $3,600-$8,200
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.