Thomas A. Paulson, JR., Dba, Thomas A. Paulson, JR., CPA fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Hourly, at $150 / hour, billed monthly or quarterly and due within 30 days of bill date, 2.”

Annual fee

$1,000⁠-⁠$7,500/yr

“A flat annual fee, billed quarterly or annually, ranging from $1,000 to $7,500 and due within 30 days of bill date.”

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

How Thomas A. Paulson, JR., Dba, Thomas A. Paulson, JR., CPA bills

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

• “New clients will not be paying any fees in advance.”
• “Clients will receive a quarterly invoice from me, itemizing the fee.”

How Thomas A. Paulson, JR., Dba, Thomas A. Paulson, JR., CPA’s fees compare

• Its hourly rate of $150 is below the Colorado median of $300. 3% of the 231 other Colorado planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Loveland that publish an hourly rate charge less.
• Its annual fee of $1,000-$7,500 is below the Colorado median of $7,750. 19% of the 57 other Colorado planners that publish an annual fee charge less.

About Thomas A. Paulson, JR., Dba, Thomas A. Paulson, JR., CPA

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis

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% a year

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,342,154

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

130738

Website

thomaspaulsoncpa.com (opens in new tab)

Phone

(307) 200-1398

Other planners in Loveland that publish fees

• Aspired WealthLoveland$100/hr, $2,400
• Journey Investments, LLCLoveland$200/hr, $2,500
• Keystone Financial ServicesLoveland$500/hr, $1,500⁠-⁠$15,000
• Vital Investment Management LLCLoveland$300/hr, $300

Compare all 6 planners in Loveland