Taylors Financial fees and pricing
Financial planner in Fort Collins, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 21, 2026, Taylors Financial charges a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,000-$5,000
“The negotiated fixed rate for creating client financial plans is between $2,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Taylors Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without fee or penalty for a full refund of Taylors Financial's fees within five business days of signing the 6 Portfolio Management Agreement.”
- “For contracts terminated mid-month, clients will be responsible for paying the prorated advisory fee (earned but unpaid), which will be equal to the daily rate* times the number of days in the month up to and including the effective date of termination.”
How Taylors Financial’s fees compare
- Its flat or project fee of $2,000-$5,000 is below the Colorado median of $5,250. 35% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 4 of the 11 other planners in Fort Collins that publish a flat or project fee charge less.
About Taylors Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
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
- 1% a year
- Clients
- 64
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $22,705,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323416
- Phone
- (970) 584-9551
Other planners in Fort Collins that publish fees
- Acorn Creek Capital LLCFort Collins$100-$350/hr, $1,000-$50,000
- Balanced Wealth Partners LLCFort Collins$3,000-$10,000
- Better Pockets FinancialFort Collins$250/hr, $500-$15,000
- Capstone Pacific Investment StrategiesFort Collins$250/hr, $500-$6,000
- FpfocoFort Collins$3,000, $625/mo
- Fruitage Financial LLCFort Collins$300/hr, $500-$5,000/qtr
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.