Modern Financial fees and pricing
Financial planner in Monument, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 22, 2026, Modern Financial charges $200 an hour, a flat or project fee of $1,000-$15,000, and a monthly fee of $100-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“FINANCIAL CONSULTING Consulting services are offered at an hourly rate of $200.”
- Flat or project fee
- $1,000-$15,000
“The fixed fee will range between $1,000 to $15,000.”
- Monthly fee
- $100-$1,000/mo
“Thereafter, you will be charged an ongoing fee that ranges between $100 to $1,000 per month where we will continuously monitor your plan and provide updates as necessary based on your financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Modern Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fixed fee is negotiable and will vary depending on the nature and complexity of your individual circumstances and the number of areas covered by the written financial plan.”
- “The agreed upon fee is charged at the end of each month, in arrears.”
- “Fees and services are negotiable at the time of renewal.”
How Modern Financial’s fees compare
- 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 Monument that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$15,000 spans the Colorado median of $5,250. 72% of the 214 other Colorado planners that publish a flat or project fee charge less.
About Modern Financial
“We offer individually tailored investment portfolios and financial planning where we will provide you with continuous advice regarding your investments and financial plan based on your individual needs.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Insurance analysis
- Charitable giving
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
- 1.45% a year
- Clients
- 153
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $35,047,422
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317409
- Phone
- (808) 341-0103
Other planners in Monument that publish fees
- Financial Action, Inc.Monument$175/hr
- Prudent WealthcareMonument$250/hr, $2,000/yr
- The Real Estate Whisperer(r)Monument$475/hr, $7,500-$12,500
- 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
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.