Young Financial Planning fees
Financial planner in Lafayette, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 23, 2026, Young Financial Planning (Lafayette, CO) charges $300 an hour, a flat or project fee of $1,000-$10,000, and a quarterly fee of $250-$2,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 23, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Colorado median of $293; 52% of the 129 other planners in Colorado that publish an hourly rate charge less. 2 of the 4 other planners in Lafayette charge less.
“Our hourly rate is $300.”
- Flat or project fee
- $1,000-
$10,000 Runs from below the Colorado median of $5,500 to above it.
“Fixed fee rates range between $1,000 to $10,000.”
- Quarterly fee
- $250-
$2,000/qtr “Fees are paid quarterly in arrears, ranging from $250 to $2,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Young Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Young Financial Planning
- Principal: Chad Young
- Founded: 2025.
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, flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Clients
- 4
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 23, 2026
- CRD number
- 339453 (opens in new tab)
- Phone
- (720) 335-5022
Other planners in Lafayette that publish fees
- Abby Kovach Financial Planning, LLCLafayetteHourly $350/hr
- AEOM Investments, LLCLafayetteHourly $250/hr, Flat $500-$10,000
- Wealth IQLafayetteHourly $350/hr, Flat up to $15,000
- Winding Trail Financial Planning, LLCLafayetteHourly $250/hr
More planners in Colorado that publish fees
- Strong WealthColorado SpringsFlat from $2,500, Annual from $6,000/yr
- Sella WealthFort CollinsFlat $3,000-$20,000
- Unity Wealth StrategiesColorado SpringsHourly $250/hr, Flat up to $5,000
- Someday AdvisorsDenverFlat $2,500
- Ember Wealth Concepts & Financial PlanningDenverHourly $250-$500/hr, Flat $2,500-$15,000
- Schutte Financial LLCDenverHourly $290/hr, Flat $2,900
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.