Stubbs Investments, LLC fees and pricing
Financial planner in Erie, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Stubbs Investments, LLC charges a flat or project fee of $100-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $100-$2,500
“Flat fees range from $100 to $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stubbs Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter (including any accrued income).”
- “Unless otherwise noted in writing, our firm bills on cash.”
- “Fees are negotiable and will be deducted from client account(s).”
How Stubbs Investments, LLC’s fees compare
- Its flat or project fee of $100-$2,500 is below the Colorado median of $5,250. 10% of the 214 other Colorado planners that publish a flat or project fee charge less.
About Stubbs Investments, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- 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
- Clients
- 14
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $52,083,132
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300781
- Phone
- (303) 999-9664
Other planners in Erie that publish fees
- Swales Financial LLCErie$1,000-$5,000
- 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
Is something on this page wrong or out of date?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.