The Planners Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Following termination of a portfolio management or financial planning agreement, if a former client asks TPI to perform administrative tasks related to the terminated services and TPI agrees, TPI charges $200 per hour, billed in 0.1hour increments with a minimum of 0.5 hours, in arrears upon invoice.”

Flat or project fee

$1,320⁠-⁠$6,000

“One-time financial plans and consulting are provided for a negotiable fixed fee, typically ranging from $1,320 to $6,000, paid in advance at execution of the financial planning agreement.”

Monthly fee

$55⁠-⁠$500/mo

“Ongoing financial planning includes a one-time setup fee of $750, paid at execution, plus a monthly fee typically ranging from $55 to $500 (or a quarterly fee ranging from $165 to $1,500), billed monthly in advance, based on the scope and complexity of the engagement.”

Quarterly fee

$165⁠-⁠$1,500/qtr

From the same sentence as above.

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

How The Planners Inc. bills

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

• “First-month fees are prorated based on the number of days elapsed.”
• “The terms of this service, including fees, are negotiable and documented in the portfolio management agreement.”
• “For fees paid in advance but not yet earned, TPI will issue a prorated refund within fourteen days, calculated by subtracting the daily rate (annual fee / 365) multiplied by the number of days elapsed through the termination date from the total fees collected.”

How The Planners Inc.’s fees compare

• Its hourly rate of $200 is below the Colorado median of $300. 14% of the 231 other Colorado planners that publish an hourly rate charge less.
• None of the 14 other planners in Fort Collins that publish an hourly rate charge less.
• Its flat or project fee of $1,320-$6,000 spans the Colorado median of $5,250. 37% of the 214 other Colorado planners that publish a flat or project fee charge less.
• 5 of the 11 other planners in Fort Collins that publish a flat or project fee charge less.

About The Planners Inc.

• Firm size: 4 employees.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement 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

1.25% a year

Clients

136

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$65,732,041

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

326556

Website

theplannersinc.com (opens in new tab)

Phone

(970) 658-9863

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

Compare all 23 planners in Fort Collins