Life Story Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 6, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$7,500

“The fixed fee generally ranges from $4,000 to $7,500, depending on the complexity of the Client’s financial circumstances, the scope of services requested, and the level of analysis required.”

Monthly fee

$300⁠-⁠$550/mo

“The ongoing fee is billed monthly in arrears at a rate generally ranging from $300 to $550 per month, depending on the Client’s circumstances, service needs, and complexity.”

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

How Life Story Financial bills

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

• “For the initial deposit to the account and for any subsequent amounts deposited to the account, the advisory fee shall be payable upon the deposit or market value of the account.”
• “Platform fees are payable quarterly, in advance, based on assets under management.”
• “Clients may terminate AssetMark accounts at any time and receive a full pro-rata refund of any unearned fees.”

How Life Story Financial’s fees compare

• Its flat or project fee of $4,000-$7,500 spans the Colorado median of $5,250. 59% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Arvada that publish a flat or project fee charge less.

About Life Story Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

1.25% a year

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$10,135,857

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319662

Website

lifestoryfp.com (opens in new tab)

Phone

(720) 307-8901

Can advise clients in 2 states: Colorado, District of Columbia

Other planners in Arvada that publish fees

• Aspen Wealth Strategies, LLCArvada$299/hr, $120/mo
• Blueprint Financial ServicesArvada$350/hr, $1,000⁠-⁠$5,000
• Montgomery Financial Planning LLCArvada$250/hr
• Rock Financial PlanningArvada$325/hr, $1,000⁠-⁠$14,000
• Vascorp Wealth AdvisorsArvada$250/hr, $500⁠-⁠$6,000
• Walsh Financial Solutions, LLCArvada$3,000

Compare all 9 planners in Arvada