Whitmore Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$90/hr

“Form ADV Part 2A, Item 5 WFP bills clients for services at an hourly rate of $90 per hour.”

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

How Whitmore Financial Planning bills

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

• “Clients are billed for the balance due at the completion of services.”
• “The amount of any services already provided will be deducted from the deposit to determine the amount of the refund.”

How Whitmore Financial Planning’s fees compare

• Its hourly rate of $90 is below the Colorado median of $300. 1% of the 231 other Colorado planners 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 Whitmore Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Clients

2

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

135433

Phone

(719) 480-2823

Other planners in Colorado that publish fees

• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Ace Wealth Partners, LLCWestminster$200/hr, $1,500⁠-⁠$2,500

Compare all 479 planners in Colorado