Spurr Financial Planning, Inc. fees and pricing
Financial planner in Salida, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Spurr Financial Planning, Inc. charges $225 an hour and a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $225/hr
“In these instances, our hourly rate is $225 per hour for new clients and estimates of the specific project are always provided in advance.”
- Flat or project fee
- $2,500
“Comprehensive financial plans are $2,500. 2 Part 2A of Form ADV:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Spurr Financial Planning, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Business consulting is generally billed hourly at the same rate.”
How Spurr Financial Planning, Inc.’s fees compare
- Its hourly rate of $225 is below the Colorado median of $300. 22% of the 231 other Colorado planners that publish an hourly rate charge less.
- Its flat or project fee of $2,500 is below the Colorado median of $5,250. 18% of the 214 other Colorado planners that publish a flat or project fee charge less.
- None of the 2 other planners in Salida that publish a flat or project fee charge less.
About Spurr Financial Planning, Inc.
“Spurr Financial Planning (“SFP”) provides investment advisory services to individual investors.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2003 (23 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
- 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
- 1% a year
- Clients
- 77
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $109,545,002
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125563
- Phone
- (720) 344-4176
Other planners in Salida that publish fees
- Mandala Financial Advisors LLCSalida$300/hr, $4,500
- Salida Financial Advice and PlanningSalida$4,000-$15,000
- 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
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.