Sample Financial Solutions, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning fee is an hourly rate of $250.00 per hour.”

Flat or project fee

Up to $10,000

“Ongoing Financial Planning Ongoing Financial Planning consists of an upfront charge of $0 to $10,000.00, depending on the complexity and needs of the client, and an ongoing fee that is paid quarterly, in arrears, at the rate of $450.00 to $3,000.00 per quarter, depending on the complexity and needs of the client.”

Quarterly fee

$450⁠-⁠$3,000/qtr

From the same sentence as above.

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

How Sample Financial Solutions, LLC bills

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

• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
• “Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm. 8 Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “An account may be terminated with written notice at least 10 business days in advance.”

How Sample Financial Solutions, LLC’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Aurora that publish an hourly rate charge less.
• Its flat or project fee of up to $10,000 spans the Colorado median of $5,250. 44% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Aurora that publish a flat or project fee charge less.

About Sample Financial Solutions, LLC

• Principal: Timothy Sample
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

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

1% a year

Clients

25

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$27,602,505

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304192

Website

samplefs.com (opens in new tab)

Phone

(720) 338-6242

Other planners in Aurora that publish fees

• Dynamic Lifestyle Planning GroupAurora$250⁠-⁠$1,000/hr, $250⁠-⁠$3,500
• Stride Tax and Wealth Advisors, LLCAurora$625/qtr
• Trinity WealthAurora$1,500⁠-⁠$5,500
• Wolf & Raven Private WealthAurora$225/hr

Compare all 5 planners in Aurora