Montgomery Financial Planning LLC fees and pricing
Financial planner in Arvada, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Montgomery Financial Planning LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“We also offer our Financial Planning Services on an hourly basis, typically at a rate of $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Montgomery Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees could be negotiable at our discretion.”
- “If you elect an ongoing engagement for subsequent years, the annual fee is billed quarterly in arrears in four equal installments.”
- “Your first invoice will be issued after the first full quarter of service.”
How Montgomery Financial Planning LLC’s fees compare
- Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
- None of the 4 other planners in Arvada that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Montgomery Financial Planning LLC
- Principal: Christopher Bahnsen
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340835
- Phone
- (720) 409-1500
Other planners in Arvada that publish fees
- Aspen Wealth Strategies, LLCArvada$299/hr, $120/mo
- Blueprint Financial ServicesArvada$350/hr, $1,000-$5,000
- Life Story FinancialArvada$4,000-$7,500, $300-$550/mo
- Rock Financial PlanningArvada$325/hr, $1,000-$14,000
- Vascorp Wealth AdvisorsArvada$250/hr, $500-$6,000
- Walsh Financial Solutions, LLCArvada$3,000
Is something on this page wrong or out of date?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.