Finesse Funds, LLC fees
Financial planner in Basalt, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 27, 2026, Finesse Funds, LLC (Basalt, CO) charges up to $500 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Colorado median is $293.
“The rate for financial planning and for special projects will not exceed $500.00 per hour.”
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
- CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2005 (21 years)
How Finesse Funds, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are not billed until after they have signed a Portfolio Management Agreement, taken a risk capacity survey, and completed the account opening/transfer process.”
- “The client may terminate the Portfolio Management Agreement without penalty for a full refund within five business days of signature.”
- “If a client terminates before the end of a calendar quarter, the client will not receive a pro-rata refund of unearned fees.”
About Finesse Funds, LLC
Planning areas mentioned in the brochure
- College planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 21
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $55.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- CRD number
- 132640 (opens in new tab)
- Phone
- (970) 927-1200
More planners in Colorado that publish fees
- Lybis InvestingBroomfieldHourly $100-$300/hr, Flat $1,000-$10,000
- Otium Wealth ManagementFort CollinsHourly up to $300/hr, Flat up to $10,000
- Montgomery Financial Planning LLCArvadaHourly $250/hr
- Baskin Financial PlanningColorado SpringsFlat from $1,500, Monthly $250-$3,000/mo
- JD Haggar FinancialCastle RockFlat $2,000-$15,000
- Sample Financial Solutions, LLCAuroraHourly $250/hr, Flat $500-$10,000
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.