Salida Financial Advice and Planning fees and pricing
Financial planner in Salida, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 6, 2026, Salida Financial Advice and Planning charges a flat or project fee of $4,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $4,000-$15,000
“The fixed rate for Full Service Financial Planning is between $4,000 and $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Salida Financial Advice and Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are negotiable, and the final fee schedule will be attached in the Agreement.”
- “The fees are negotiable, and the final fee schedule will be attached in the Agreement.”
- “Clients may terminate the agreement without penalty, for full refund of SFAPLLC’s fees, within five business days of signing the Financial Planning Agreement.”
How Salida Financial Advice and Planning’s fees compare
- Its flat or project fee of $4,000-$15,000 spans the Colorado median of $5,250. 77% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 2 of the 2 other planners in Salida that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Salida Financial Advice and Planning
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 20
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $16,280,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317464
- Phone
- (917) 363-1287
Other planners in Salida that publish fees
- Mandala Financial Advisors LLCSalida$300/hr, $4,500
- Spurr Financial Planning, Inc.Salida$225/hr, $2,500
- 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
Is something on this page wrong or out of date?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.