Reset Financial Planning LLC
Assets Under Management
$1.2M
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$1.2M
Compensation
Fixed/Hourly
About This Firm
Reset Financial Planning, LLC offers investment management and financial planning services to individuals and high-net-worth individuals. Services include investment management, business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Fee Structure
For ongoing financial planning and investment management, ResetFP charges a fixed annual fee, based on complexity, up to a maximum of $25,000 per year, paid quarterly in arrears. Project-based financial planning is offered for a fixed fee of $4,200 or an hourly rate of $350. Divorce financial planning engagements are offered at an hourly rate of $350 per hour, for a minimum number of hours, and may be negotiable. A deposit of up to $5,000 will be required and replenished as needed. The minimum relationship size for ongoing financial planning and investment management is $500,000, but may be waived at the discretion of ResetFP.
Areas of Practice
Location
4333 Corbett Drive, #1038, Fort Collins, CO, 80525
