Tom C. Nelson, PHD, Cfp(r) Personal Financial Consultant fees and pricing
Financial planner in Broomfield, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 7, 2026, Tom C. Nelson, PHD, Cfp(r) Personal Financial Consultant charges $200-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“The engagement letter specifies services to be provided, time frame for delivery of services, and fees, Typical fees vary from $200 - $300 per hour, depending on the type of services rendered.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tom C. Nelson, PHD, Cfp(r) Personal Financial Consultant bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Tasks, fees, and engagement times are negotiable and agreed upon in advance in conjunction with an engagement agreement.”
- “Client will be billed with a final invoice at completion of services.”
- “All billings are due within 20-30 days of invoice.”
How Tom C. Nelson, PHD, Cfp(r) Personal Financial Consultant’s fees compare
- Its hourly rate of $200-$300 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
- 4 of the 7 other planners in Broomfield that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Tom C. Nelson, PHD, Cfp(r) Personal Financial Consultant
“As a “fee-only” planner, I provide financial planning advice on an hourly basis to solve specific financial planning problems.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 25
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 145832
- Phone
- (720) 220-1668
Other planners in Broomfield that publish fees
- Cayden Wealth ManagementBroomfield$350/hr, $500-$15,000
- Cohesion Wealth Management, LLCBroomfield$400/hr, $20,000
- Cultivate Wealth PartnersBroomfield$2,000-$20,000
- James Morgan Asset Management, LLCBroomfield$175/hr, $1,500-$3,500
- Lybis InvestingBroomfield$100-$300/hr, $1,000-$10,000
- Millennial Wealth Management, LLCBroomfield$300/hr, $600
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.