Walsh Financial Solutions, LLC fees and pricing
Financial planner in Arvada, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 5, 2026, Walsh Financial Solutions, LLC charges a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000
“We require a minimum Financial Planning fee of $3,000.00 for individuals and $4,800.00 for couples to properly administer financial advice.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Walsh Financial Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We may request clarification for items that affect the fee calculation; however, once our fee is presented, it is non-negotiable.”
- “The fee for Financial Consulting is $275.00 per service hour, billed in 15-minute increments.”
- “Your extended fixed fee will equal: the prior year’s fixed fee prorated from the date that we extended our advisory contract to December 31st, based upon a January through December calendar year.”
How Walsh Financial Solutions, LLC’s fees compare
- Its flat or project fee of $3,000 is below the Colorado median of $5,250. 27% of the 214 other Colorado planners that publish a flat or project fee charge less.
- None of the 4 other planners in Arvada that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Walsh Financial Solutions, LLC
“At Walsh Financial Solutions, we provide personalized investment advisory services to clients in the form of financial planning. We created our financial planning services to provide objective advice on the fundamentals of financial planning.”
- 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.
- Founded: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133589
- Phone
- (303) 252-0852
Other planners in Arvada that publish fees
- Aspen Wealth Strategies, LLCArvada$299/hr, $120/mo
- Blueprint Financial ServicesArvada$350/hr, $1,000-$5,000
- Life Story FinancialArvada$4,000-$7,500, $300-$550/mo
- Montgomery Financial Planning LLCArvada$250/hr
- Rock Financial PlanningArvada$325/hr, $1,000-$14,000
- Vascorp Wealth AdvisorsArvada$250/hr, $500-$6,000
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.