Manning Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$10,000

“For services provided as described above, MFA will charge a fee of $10,000 for the first 1031 Exchange Financial Plan and a fee of $5,000 for each subsequent plan in that 1031 Exchange.”

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How Manning Financial Advisors’ fees compare

• Its flat or project fee of $5,000-$10,000 spans the Colorado median of $5,250. 68% of the 214 other Colorado planners that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Manning Financial Advisors

• Principal: William Manning
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2008 (18 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342088

Phone

(303) 674-8836

Other planners in Evergreen that publish fees

• Sohum Financial Planning, LLCEvergreen$400/hr, $1,200
• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000

Compare all 479 planners in Colorado