Foxtrot Investments Group LLC fees and pricing
Financial planner in Denver, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 4, 2026, Foxtrot Investments Group LLC charges a quarterly fee of $300 and an annual fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $300/qtr
“The negotiated fixed rate is $300 per quarter ($1,200 annually.”
- Annual fee
- $1,200/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Foxtrot Investments Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For all asset-based fees paid in advance, the fee refunded will be equal to the balance of the fees collected in advance minus the daily rate* times the number of days elapsed in the billing period up to and including the day of termination.”
- “Clients may terminate the agreement without penalty for a full refund of FIGL's fees within five business days of signing the Investment Advisory Contract.”
- “Financial planning fees are paid via check, secure third-party processor, or EFT.”
How Foxtrot Investments Group LLC’s fees compare
- Its annual fee of $1,200 is below the Colorado median of $7,750. 2% of the 57 other Colorado planners that publish an annual fee charge less.
- None of the 17 other planners in Denver that publish an annual fee charge less.
About Foxtrot Investments Group LLC
- Firm size: 2 employees.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Employees
- 2
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336720
- Phone
- (325) 313-3113
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/mo
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.