Moneyfull fees and pricing

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

According to its Form ADV Part 2A brochure dated January 22, 2026, Moneyfull charges $250⁠-⁠$450 an hour 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: $250⁠-⁠$450/hr; “Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $250 and $450.”

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

“The fees for investment management are based on an annual percentage of assets under management and are applied to the household asset value on a pro-rata basis and billed quarterly in arrears.”
“In addition, we will notify the client on a quarterly basis when their invoice is available in their portal.”
“The management fee will be pro-rated to the date of termination, for the quarter in which the cancellation notice was given and billed to your account.”

Its hourly rate of $250-$450 spans the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
3 of the 4 other planners in Longmont that publish an hourly rate charge less.

“When our Firm is engaged to provide Financial Planning services, a client will be taken through establishing their goals and values around money.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Founded: 2013 (13 years).

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: 1.5% a year
Clients: 14
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $5,805,630
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 169821
Website: moneyfull.com (opens in new tab)
Phone: (720) 515-7805

Is something on this page wrong or out of date?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