J D Atkinson fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 24, 2026, J D Atkinson charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Hourly fees are charged at a rate of $300.00 per planner-hour, including meeting time and preparation time (“Hourly Fee”).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How J D Atkinson bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Support staff time may be billed at a lower rate where appropriate.”
- “The first month's fees will be billed against an initial deposit, with the deposit amount agreed on in advance and set forth in the written agreement between the Client and the Firm.”
- “Billing for Financial Planning Services and Other Consulting Services is quarterly in arrears or on completion. ii.”
How J D Atkinson’s fees compare
- Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
- 9 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
About J D Atkinson
“Offered JD Atkinson primarily provides two types of advisory services: Investment Management Services and Financial Planning Services. 1.”
- Principal: James D. Atkinson
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
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
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $2,100,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331483
- Phone
- (719) 888-9633
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
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.