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FPFOCO

FINANCIAL PLANNING FORT COLLINS, LLC

CRD 283890 · SEC 801-130854

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375 E. HORSETOOTH RD., BLDG. 3, STE. 203, FORT COLLINS, CO, 80525-3197, United States

Phone

970-225-0504

Fax

970-658-0050

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$151.7M

Discretionary AUM

$150.2M

Team

4 total employees; 3 advisory reps; 8 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals78$40.1M
High net worth individuals41$111.6M

States served

CA, CO, LA, OR, TX

All web addresses on file

Official SEC filing: View on IAPD