Plan & Act fees and pricing
Financial planner in Buena Vista, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 23, 2026, Plan & Act charges a flat or project fee of $9,995-$39,995 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $9,995-$39,995
“A flat fee of $9,995 - $39,995 for the development and delivery of a comprehensive fiduciary financial plan utilizing the CFP® Board of Standards 7-Step Financial Planning Process.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Plan & Act bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Payment of your fees occurs quarterly and in advance, on the first business day of each quarter.”
- “We will provide you with an invoice when fees apply.”
- “In addition to the quarterly invoice and we may also provide you with periodic reports on your account.”
How Plan & Act’s fees compare
- Its flat or project fee of $9,995-$39,995 is above the Colorado median of $5,250. 94% of the 214 other Colorado planners that publish a flat or project fee charge less.
About Plan & Act
“Economics-based financial planning helps you to develop the highest sustainable standard of living because it: 1.”
- Firm size: 4 employees.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 82
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $64,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148453
- Phone
- (719) 966-5100
Can advise clients in 4 states: Colorado, Florida, Michigan, Ohio
Other planners in Colorado that publish fees
- 46 North FinancialDenverUp to $10,000
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Abby Kovach Financial Planning, LLCLafayette$350/hr
- Aberle Investment Management LLCEagle$300/hr
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Ace Wealth Partners, LLCWestminster$200/hr, $1,500-$2,500
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.