Go Fish Finance, LLC fees and pricing
Financial planner in Louisville, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 14, 2026, Go Fish Finance, LLC charges $350 an hour, a flat or project fee of $5,000, and an annual fee of $2,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Based Hourly Session(s) Our hourly rate is $350.”
- Flat or project fee
- $5,000
“Estate Planning fees may reach a maximum of $5,000.”
- Annual fee
- $2,000-$15,000/yr
“Investment management fees typically range from $2,000 to $15,000 per year depending on portfolio complexity, number of accounts, and investment strategy requirements.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Go Fish Finance, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Go Fish Finance, LLC’s fees compare
- Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
- 3 of the 3 other planners in Louisville that publish an hourly rate charge less.
- Its flat or project fee of $5,000 is below the Colorado median of $5,250. 44% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 2 of the 4 other planners in Louisville that publish a flat or project fee charge less.
- Its annual fee of $2,000-$15,000 spans the Colorado median of $7,750. 53% of the 57 other Colorado planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Go Fish Finance, LLC
“Go Fish also offers Estate Planning services to our clients through an unaffiliated third party.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 7
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333606
- Phone
- (720) 538-0686
Other planners in Louisville that publish fees
- Ama Financial Planning LLCLouisville$250/hr, $2,500
- Heritage Planning & Investing Services, LLCLouisville$45-$100/hr
- Peak Asset Management, LLCLouisville$2,500-$10,000
- Simmons Investment Management LLCLouisville$300/hr, $900-$9,000
- Varra FinancialLouisville$2,500-$25,000
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.