Seamless Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“Fixed-fee financial planning services range from $500 - $10,000.”

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

How Seamless Financial Planning bills

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

• “Seamless Financial Planning, LLC will not bill an amount above $500 more than 6 months in advance of the plan presentation or delivery.”
• “Upon termination, the fee will be prorated and any unearned fee will be refunded to the client.”
• “Advisory fees are directly debited from client accounts (please see item 15 for more information on direct debit), or the client may choose to pay by check, credit card, or ACH with the approval of SFP.”

How Seamless Financial Planning’s fees compare

• Its flat or project fee of $500-$10,000 spans the Colorado median of $5,250. 50% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Littleton that publish a flat or project fee charge less.

About Seamless Financial Planning

• Principal: Andrew Davis
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners

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

0.9% a year

Clients

5

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$9,120,397

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282343

Phone

(303) 335-5773

Other planners in Littleton that publish fees

• Agile Wealth LLCLittleton$285/hr, $249⁠-⁠$2,500/mo
• Be Your Best FinancialLittleton$320/hr, $3,800⁠-⁠$12,000
• Berenz Wealth Management, LLCLittleton$200/hr
• CDP Financial Group, LLCLittleton$150/hr, $5,000
• FTN Capital ManagementLittleton$350/hr
• Lampe Financial Group LLCLittleton$350/hr, $500⁠-⁠$10,000

Compare all 19 planners in Littleton