Tara Nolan Advisory Services, LTD fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The full fixed fee is $3,000 due upon execution of this Agreement; or charges an hourly fee, usually $250 per hour, if such is the arrangement we decide upon.”

Flat or project fee

$3,000

From the same sentence as above.

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

How Tara Nolan Advisory Services, LTD bills

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

• “Hourly fees are billed monthly in arrears and are due upon receipt of the invoice.”
• “Generally, the advisory fee is billed quarterly and based on the market value of your account on the last business day of the preceding calendar quarter.”
• “Money Managers’ fees may or may not be negotiable.”

How Tara Nolan Advisory Services, LTD’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Colorado median of $5,250. 27% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Tara Nolan Advisory Services, LTD

• Principal: Tara E. Nolan
• Firm size: 2 employees.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Estate planning

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

2.5% a year

Employees

2

Services reported to regulators

Financial planning, pension consulting, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

154749

Website

taraenolan.com (opens in new tab)

Phone

(719) 210-4242

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• 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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