Guidepost Financial Planning, LLC fees and pricing
Financial planner in Fort Collins, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Guidepost Financial Planning, LLC charges $245 an hour, a flat or project fee of $500, and a quarterly fee of $500-$4,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $245/hr
“Our fee will be based on the estimated number of hours to complete the project, determined by an assessment of your needs, complexity, among other factors, and at our current rate of $245.00 per hour.”
- Flat or project fee
- $500
“We may require an initial deposit for either hourly or fixed fee engagements in the amount of the lesser of $500 or one‐half of the lower‐end of the estimated fee range.”
- Quarterly fee
- $500-$4,000/qtr
“These fees may range from $500 - $4,000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Guidepost Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “You are billed for the actual time spent by our firm; assessed in fifteen-minute increments, and a partial increment will be treated as a whole.”
- “The balance of fees due are payable immediately upon our presentation of the plan or advice to you or your legal agent.”
- “Should project engagements span more than three months, you will be billed quarterly, in arrears.”
How Guidepost Financial Planning, LLC’s fees compare
- Its hourly rate of $245 is below the Colorado median of $300. 26% of the 231 other Colorado planners that publish an hourly rate charge less.
- 4 of the 14 other planners in Fort Collins that publish an hourly rate charge less.
- Its flat or project fee of $500 is below the Colorado median of $5,250. 3% of the 214 other Colorado planners that publish a flat or project fee charge less.
- None of the 11 other planners in Fort Collins that publish a flat or project fee charge less.
About Guidepost Financial Planning, LLC
“Our mission is simple ‐ Guidepost Financial Planning provides timely, objective advice for people from all walks of life.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2006 (20 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Cash flow and budgeting
- Charitable giving
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
- 1% a year
- Clients
- 52
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30,400,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 141947
- Phone
- (970) 419-8212
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
- Fruitage Financial LLCFort Collins$300/hr, $500-$5,000/qtr
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.