Heritage Planning & Investing Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$45⁠-⁠$100/hr

“The fee for Hourly Advisory Consulting Services will range from $45 to $100 per hour, as specified in the advisory service agreement, and will be billed quarterly as various phases of the financial consulting services are completed.”

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

How Heritage Planning & Investing Services, LLC bills

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

• “No compensation is payable before services are provided.”
• “Any fees due up to termination date must be paid to the advisor within 30 days receipt of the invoice bill.”
• “If additional advisory consulting services are requested, which are not included in the advisory agreement, the client will be informed and billed at the agreed upon hourly rate plus expenses.”

How Heritage Planning & Investing Services, LLC’s fees compare

• Its hourly rate of $45-$100 is below the Colorado median of $300. None of the 231 other Colorado planners that publish an hourly rate charge less.
• None of the 3 other planners in Louisville that publish an hourly rate charge less.

About Heritage Planning & Investing Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2000 (26 years).

Planning areas mentioned in the brochure

• Military and veterans

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.5% a year

Minimum

$1,250 minimum fee (stated in brochure)

Clients

25

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,828,504

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

116287

Phone

(303) 679-0771

Other planners in Louisville that publish fees

• Ama Financial Planning LLCLouisville$250/hr, $2,500
• Go Fish Finance, LLCLouisville$350/hr, $5,000
• Peak Asset Management, LLCLouisville$2,500⁠-⁠$10,000
• Simmons Investment Management LLCLouisville$300/hr, $900⁠-⁠$9,000
• Varra FinancialLouisville$2,500⁠-⁠$25,000

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