O'rourke Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$200/hr

“On limited occasions, financial planning may be done on an hourly basis at a rate of $150 to $200 per hour.”

Flat or project fee

$600⁠-⁠$2,000

“This service is done on a fixed fee basis, ranging from $600 to $2,000 per plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How O'rourke Financial bills

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

• “Payment is made via check or draft from a U.S. financial institution as well as through qualified, unaffiliated thirdparty processors which requires your prior written authorization, or by Schwab for portfolio management clients.”
• “Fees may be negotiable in certain circumstances.”
• “The fee may be negotiable in certain cases.”

How O'rourke Financial’s fees compare

• Its hourly rate of $150-$200 is below the Colorado median of $300. 9% of the 231 other Colorado planners that publish an hourly rate charge less.
• 2 of the 8 other planners in Littleton that publish an hourly rate charge less.
• Its flat or project fee of $600-$2,000 is below the Colorado median of $5,250. 10% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 1 of the 8 other planners in Littleton that publish a flat or project fee charge less.

About O'rourke Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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% a year

Clients

16

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$14,715,976

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297726

Website

letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional/Details/?key=b083db71-0351-481d-809a-a76f85ef296c (opens in new tab)

Phone

(303) 985-4441

Other planners in Littleton that publish fees

• Agile Wealth LLCLittleton$285/hr, $249⁠-⁠$2,500/mo
• Be Your Best FinancialLittleton$320/hr, $3,800⁠-⁠$12,000
• Berenz Wealth Management, LLCLittleton$200/hr
• CDP Financial Group, LLCLittleton$150/hr, $5,000
• FTN Capital ManagementLittleton$350/hr
• Lampe Financial Group LLCLittleton$350/hr, $500⁠-⁠$10,000

Compare all 19 planners in Littleton