PlannerFees

Reset Financial Planning LLC fees and pricing

Financial planner in Fort Collins, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 24, 2026, Reset Financial Planning LLC charges $500 an hour, a flat or project fee of $10,000, and an annual fee of $25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“The hourly rate will not exceed $500 per hour.”
Flat or project fee
$10,000
“The fixed fee will not exceed $10,000.00, per plan.”
Annual fee
$25,000/yr
“No increase to the agreed-upon advisory fees outlined in​ ​the Advisory Contract shall occur without prior written Client consent.​ ​Please note, lower fees for comparable services may be available from other sources.​ ​Ongoing Financial Planning and Investment Management​ ​ e charge a fixed annual fee, based on…”

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

How Reset Financial Planning LLC bills

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

  • “Accounts initiated during a calendar quarter will be charged a prorated fee based on the​ ​amount of days in the quarter the accounts are under ResetFP’s management.”
  • “Fees are negotiable and​ ​the final agreed upon fee will be outlined in your Advisory Contract.”
  • “ResetFP collects a portion of the​ ​fee to be collected in advance with the remainder due upon completion of the services.”

How Reset Financial Planning LLC’s fees compare

  • Its hourly rate of $500 is above the Colorado median of $300. 92% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 13 of the 14 other planners in Fort Collins that publish an hourly rate charge less.
  • Its flat or project fee of $10,000 is above the Colorado median of $5,250. 78% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 9 of the 11 other planners in Fort Collins that publish a flat or project fee charge less.
  • Its annual fee of $25,000 is above the Colorado median of $7,750. 86% of the 57 other Colorado planners that publish an annual fee charge less.
  • 2 of the 2 other planners in Fort Collins that publish an annual fee charge less.

About Reset Financial Planning LLC

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • 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
8
Employees
1
Works with
High net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$16,028,553
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
324322
Website
resetfp.com (opens in new tab)
Phone
(970) 232-3171

Can advise clients in 3 states: Arizona, California, Colorado

Other planners in Fort Collins that publish fees

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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.