Tonn Financial Planning fees and pricing
Financial planner in Littleton, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, Tonn Financial Planning charges a flat or project fee of $1,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$10,000
“Fixed fee rates range from $1,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tonn Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Upon delivery of the client’s financial plan, we charge a recurring fixed fee for Ongoing Financial Planning.”
How Tonn Financial Planning’s fees compare
- Its flat or project fee of $1,000-$10,000 spans the Colorado median of $5,250. 54% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 5 of the 8 other planners in Littleton that publish a flat or project fee charge less.
About Tonn Financial Planning
“We offer investment management, and financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $631,955
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328588
- Phone
- (303) 847-1075
Other planners in Littleton that publish fees
- Agile Wealth LLCLittleton$285/hr, $249-$2,500/mo
- Be Your Best FinancialLittleton$320/hr, $3,800-$12,000
- Berenz Wealth Management, LLCLittleton$200/hr
- CDP Financial Group, LLCLittleton$150/hr, $5,000
- FTN Capital ManagementLittleton$350/hr
- Lampe Financial Group LLCLittleton$350/hr, $500-$10,000
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.