Outbound Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning Hourly Fee Our hourly rate is $250.”

Flat or project fee

$4,000

“Clients pay a fee of $4,000. $500 is due at the time that the engagement letter is signed, and the remainder is due at the completion of the project.”

Quarterly fee

$2,400⁠-⁠$9,600/qtr

“This fee is $9,600 - $2,400 per quarter.”

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

How Outbound Financial bills

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

• “Fees for this service may be paid by reduction from investment accounts, electronic funds transfer or check.”
• “Any earned, but not yet billed, fees will be billed upon termination.”
• “Because fees are paid in arrears, no rebate will be necessary upon termination.”

How Outbound Financial’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.
• 4 of the 13 other planners in Boulder that publish an hourly rate charge less.
• Its flat or project fee of $4,000 is below the Colorado median of $5,250. 39% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 9 other planners in Boulder that publish a flat or project fee charge less.

About Outbound Financial

• Principal: Steven Nading
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2016 (10 years).

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

0.35% a year

Clients

150

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$151,226,554

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

287697

Website

outboundfinancial.com (opens in new tab)

Phone

(720) 642-9701

Other planners in Boulder that publish fees

• Bear Peak Financial, LLCBoulder$200/hr
• Berman, GilBoulder$450/hr, $1,250⁠-⁠$10,000/qtr
• Business Financial Strategies, LTD.Boulder$125/hr
• Caledonia Wealth Management, LTD.Boulder$150⁠-⁠$250/hr
• Colorado Capital ManagementBoulder$250/hr, $2,500⁠-⁠$5,000
• Cornerstone Investment Advisors, LLCBoulder$300/hr, $1,000⁠-⁠$10,000

Compare all 28 planners in Boulder