Fpfoco fees and pricing
Financial planner in Fort Collins, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, Fpfoco charges a flat or project fee of $3,000, a monthly fee of $625, a quarterly fee of $1,875, and an annual fee of $7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“FPFoCo's minimum initial Financial Planning fee is $3,000.”
- Monthly fee
- $625/mo
“The minimum annual fee for Comprehensive Services is $7,500, which may also be stated as $1,875 per quarter, or $625 per month.”
- Quarterly fee
- $1,875/qtr
From the same sentence as above.
- Annual fee
- $7,500/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fpfoco bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Typically, half of the initial fee is due upon the Agreement Effective Date, with the remainder due upon delivery of the initial financial plan.”
- “Clients may elect to pay the entire fee in advance.”
- “Fees are prorated by day, month, or quarter as indicated on the client’s invoice or other billing statement.”
How Fpfoco’s fees compare
- Its flat or project fee of $3,000 is below the Colorado median of $5,250. 27% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 2 of the 11 other planners in Fort Collins that publish a flat or project fee charge less.
- Its annual fee of $7,500 is below the Colorado median of $7,750. 47% of the 57 other Colorado planners that publish an annual fee charge less.
- None of the 2 other planners in Fort Collins that publish an annual fee charge less.
About Fpfoco
- Firm size: 4 employees.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 3% a year
- Minimum
- $7,500 minimum fee (stated in brochure)
- Clients
- 119
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $151,700,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283890
- Phone
- (970) 225-0504
Can advise clients in 5 states: California, Colorado, Louisiana, Oregon, Texas
Other planners in Fort Collins that publish fees
- Acorn Creek Capital LLCFort Collins$100-$350/hr, $1,000-$50,000
- Balanced Wealth Partners LLCFort Collins$3,000-$10,000
- Better Pockets FinancialFort Collins$250/hr, $500-$15,000
- Capstone Pacific Investment StrategiesFort Collins$250/hr, $500-$6,000
- Fruitage Financial LLCFort Collins$300/hr, $500-$5,000/qtr
- Guidepost Financial Planning, LLCFort Collins$245/hr, $500
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.