Rose Pine Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$3,500

“Financial planning engagements are provided on a fixed-fee basis generally ranging from $1,000 to $3,500.”

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

How Rose Pine Financial bills

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

• “Fees for all services are negotiable at the Advisor’s discretion.”
• “The Advisory Contract may be terminated with written notice 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the Advisory Contract.”

How Rose Pine Financial’s fees compare

• Its flat or project fee of $1,000-$3,500 is below the Colorado median of $5,250. 17% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 4 of the 18 other planners in Colorado Springs that publish a flat or project fee charge less.

About Rose Pine Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2026.

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

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342646

Website

rosepinefinancial.com (opens in new tab)

Phone

(719) 334-6668

Other planners in Colorado Springs that publish fees

• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Adelmann Financial, Inc.Colorado Springs$500⁠-⁠$1,000/qtr
• Altus Wealth Group, LLCColorado Springs$250/hr, $1,000⁠-⁠$10,000
• Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250⁠-⁠$3,500
• Baskin Financial PlanningColorado Springs$500⁠-⁠$3,000, $250⁠-⁠$3,000/mo

Compare all 49 planners in Colorado Springs