Fruitage Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The hourly fee for financial planning is currently $300 per hour.”

Quarterly fee

$500⁠-⁠$5,000/qtr

“Subscription fees for ongoing financial planning services are typically between $500 - $5,000 per quarter charged in advance, but never more than six months in advance..”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Fruitage Financial LLC bills

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

• “The fees are negotiable and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
• “Clients may select the method in which they are billed.”
• “Hourly financial planning fees are paid in arrears and invoiced monthly according to the work performed.”

How Fruitage Financial LLC’s fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• 8 of the 14 other planners in Fort Collins that publish an hourly rate charge less.

About Fruitage Financial LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

56

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$82,577,689

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

283352

Website

fruitagefinancial.com (opens in new tab)

Phone

(970) 399-9031

Can advise clients in 4 states: California, Colorado, Florida, Missouri

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
• FpfocoFort Collins$3,000, $625/mo
• Guidepost Financial Planning, LLCFort Collins$245/hr, $500

Compare all 23 planners in Fort Collins