New Light Financial fees and pricing
Financial planner in Englewood, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, New Light Financial charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“For standalone Financial Planning, our firm charges a fixed rate of $500 per hour for this service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How New Light Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are negotiable, based on agreement between the client and the Firm.”
- “New Light's annual investment management fee shall be prorated and paid quarterly in arrears, based upon the market value of the assets on the last business day of the quarter.”
- “In the limited event that New Light bills the client directly, payment is due upon receipt of New Light’s invoice.”
How New Light Financial’s fees compare
- Its hourly rate of $500 is above the Colorado median of $300. 92% of the 231 other Colorado planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Englewood that publish an hourly rate charge less.
About New Light Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 108
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
- Assets managed
- $30,995,902
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325546
- Phone
- (303) 524-5223
Other planners in Englewood that publish fees
- Blue Heron CapitalEnglewood$350-$500/hr, $2,500
- Copper River Advisors LLCEnglewood$500
- Ridgegate Advisors, LLCEnglewood$1,250
- Rigden Capital StrategiesEnglewood$300/hr, $1,500-$5,000
- Simpliphi CapitalEnglewood$1,000-$5,000
- Wealth Watch Advisors, IncEnglewood$250-$5,000, $5,000/yr
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.