Schlanger Financial fees
Financial planner in Littleton, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 8, 2026, Schlanger Financial (Littleton, CO) charges an annual fee of $6,250-$10,000 for financial planning.
- Website: schlangerfinancial.com (opens in new tab)
- Call (303) 459-2700
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 8, 2026. Fees can change.
- Annual fee
- $6,250-
$10,000/yr Runs from below the Colorado median of $10,000 up to it.
“Beginning the next full quarter following delivery of the initial plan, we charge a recurring annual fixed fee ranging from $6,250 to $10,000 for Ongoing Financial Planning.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CPA
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Schlanger Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Clients may also pay by electronic funds transfer (EFT) or check.”
About Schlanger Financial
- Principal: Matthew Schlanger
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 8, 2026
- CRD number
- 344427 (opens in new tab)
- Phone
- (303) 459-2700
Other planners in Littleton that publish fees
- FTN Capital ManagementLittletonHourly $350/hr
- Tonn Financial PlanningLittletonFlat $1,000-$10,000
- O'Rourke FinancialLittletonHourly $150-$200/hr, Flat $600-$2,000
- Reflective FinancialLittletonHourly $300/hr, Flat $300-$24,000
- Lampe Financial Group LLCLittletonHourly $350/hr, Flat $500-$10,000
- Be Your Best FinancialLittletonHourly $320/hr, Flat $3,800-$12,000
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.