Sohum Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Services are offered based on an hourly fee of $400 per hour.”

Flat or project fee

$1,200

“This service provides up to six hours of planning services per quarter for a flat fee of $1,200.”

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

How Sohum Financial Planning, LLC bills

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

• “Fees are billed quarterly in advance based on the value of assets managed as of the close of business on the last business day of the prior period.”
• “For accounts opened midbilling period, fees will be prorated for the days service will be provided in that given period.”
• “If this fee is being calculated for AUM that are deposited mid-quarter in the current period, then the value of the actual deposit will be taken as the AUM figure to calculate the fees payable on a prorated basis.”

How Sohum Financial Planning, LLC’s fees compare

• Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its flat or project fee of $1,200 is below the Colorado median of $5,250. 8% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Sohum Financial Planning, LLC

• Principal: Compliance Officer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Divorce
• Cash flow and budgeting
• Charitable giving

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

2% a year

Clients

6

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$3,624,003

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

316869

Website

SohumFinancialPlanning.com (opens in new tab)

Phone

(212) 725-3284

Other planners in Evergreen that publish fees

• Manning Financial AdvisorsEvergreen$5,000⁠-⁠$10,000
• 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
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000

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