Irving Planning & Investments, LTD. fees and pricing

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

According to its Form ADV Part 2A brochure dated February 17, 2026, Irving Planning & Investments, LTD. charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Financial planning will be billed at an hourly rate of $200.”

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

“You must pay our investment management fees in advance of receiving our services.”
“This amount, which equals the amount we earned for the partial quarter, is subtracted from the total fee you paid in advance to determine your refund.”

Its hourly rate of $200 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
1 of the 3 other planners in Centennial that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Minimum: $100,000 in assets (stated in brochure)
Clients: 126
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $72,256,219
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 109978
Website: irvingplanning.com (opens in new tab)
Phone: (303) 985-4100

Is something on this page wrong or out of date?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