Headwaters Financial Planning, LLC fees and pricing

Financial planner in Granby, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 24, 2025, Headwaters Financial Planning, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “HFP charges a negotiable hourly fee of $250 per hour for financial planning.”

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

“Fees are billed quarterly in arrears based on the value of assets managed as of the close of business on the last business day of the quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“The annual fee is negotiable and will be charged as a percentage of the Included Assets.”

Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2024 (2 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 8
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $900,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 330133
Website: headwatersfinancialadvisor.com (opens in new tab)
Phone: (720) 839-2668

Is something on this page wrong or out of date?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.