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
Website
priorityfp.com (opens in new tab)
Phone
(970) 880-9577

Can advise clients in 3 states: Colorado, Iowa, Kansas

Other planners in Durango that publish fees

Compare all 6 planners in Durango

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.