Priority Financial Partners fees and pricing
Financial planner in Durango, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Priority Financial Partners charges $375 an hour and a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“Additionally, the Firm provides clients with an itemized invoice each billing cycle. Fee Negotiation and Waivers: e reserve the right to negotiate, waive, or adjust fees under certain circumstances, such W as for immediate family members, firm employees, or other specific cases determined at o ur…”
- Flat or project fee
- $2,500-$5,000
“ Comprehensive Financial Planning & Investment Management Services Initial Fee lients pay a one-time initial fee ranging from $2,500 to $5,000, based on complexity, at C the onset of our relationship.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Priority Financial Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management services terminated mid-month will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “The minimum fee may be negotiable under certain circumstances.”
How Priority Financial Partners’ fees compare
- Its hourly rate of $375 is above the Colorado median of $300. 77% of the 231 other Colorado planners that publish an hourly rate charge less.
- 4 of the 4 other planners in Durango that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$5,000 is below the Colorado median of $5,250. 38% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 2 of the 3 other planners in Durango that publish a flat or project fee charge less.
About Priority Financial Partners
- Firm size: 4 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
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
- 2% a year
- Clients
- 80
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $100,717,211
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 165806
- Phone
- (970) 880-9577
Other planners in Durango that publish fees
- Blackbird Financial PlanningDurango$300/hr, $495-$6,495
- Evergreen Wealth AdvisorsDurango$250/hr
- Iron River Capital LLCDurango$125-$200/hr, $1,000-$10,000
- Red Mountain Financial PartnersDurango$100-$250/hr, $100-$5,000
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.