Troy Reeder
Advisor at ATLAS Lifestyle Planning Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at ATLAS Lifestyle Planning Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Westminster, CO 80031
Credentials
Series 63, Series 65
Industry experience
17 years
Troy Reeder is a financial advisor with ATLAS Lifestyle Planning Group LLC in Englewood, Colorado, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes roles at Prudential Financial Planning Services, Denali Financial Services, and Primerica Advisors. Outside of his advisory work, he serves as the President of the Board of Directors for The Enclave at DTC Home Owners Association, a nonprofit community organization. ATLAS Lifestyle Planning Group provides investment advice and planning primarily to individuals, retirement plans, and business entities, utilizing fundamental analysis and modern portfolio theory. The firm focuses on non-discretionary asset management, often placing clients with third-party managers and maintaining ongoing oversight of those relationships.
Based on ATLAS Lifestyle Planning Group LLC
Fixed fees range from $250 to $3,500 depending on financial planning service
$0+: 1% annually for direct asset management accounts (negotiable) $0 - $250,000: 1.50% annually for ERISA plan assets $250,001 - $750,000: 1.25% annually for ERISA plan assets $750,001+: 1.00% annually for ERISA plan assets $0 - $250,000: up to 1.50% FA Fee from AssetMark (varies by strategy) $250,001 - $500,000: varies by strategy, e.g., 0.15%-1.00% $500,001 - $1,000,000: varies by strategy, e.g., 0.10%-1.05% $1,000,001 - $2,000,000: varies by strategy, e.g., 0.10%-1.10% $2,000,001 - $3,000,000: varies by strategy, e.g., 0.10%-1.10% $3,000,001 - $5,000,000: varies by strategy, e.g., 0.10%-1.10% $5,000,001+: varies by strategy, e.g., 0.10%-1.10% $50,000+: 0.50%-0.70% for Separately Managed Accounts (SMAs) depending on tier $25,000+: 0.30%-1.00% for various Custom Individually Managed Accounts depending on tier and provider $10,000+: 0.00%-0.25% for Administrative Accounts/Individual Third-Party Mutual Funds depending on tier
Insurance commissions received by principal as licensed insurance agent (approx. 25% of time spent)
$250 per hour for financial planning services
Fee-only: Hourly fee of $250 per hour; fixed fees from $250 to $3,500 for financial planning services
9191 Sheridan Blvd, Suite 300
Westminster, CO 80031
Arizona · California · Colorado · Illinois · Iowa · Ohio · Wyoming
ATLAS Risk Management Group
2021 - Present (5 years)
ATLAS Lifestyle Planning Group LLC
2021 - Present (5 years)
Prudential Financial Planning Services
2021 - 2021 (1 year)
Denali Financial Services
2021 - 2021 (1 year)
Pruco Securities, Llc
2020 - 2021 (1 year)
The Prudential Insurance Co. Of America
2020 - 2021 (1 year)
Reeder Insurance Advisors
2020 - 2020 (1 year)
The Leaders Group Inc
2019 - 2019 (1 year)
Capitas Financial Rocky Mountain LLC
2019 - 2019 (1 year)
Park Avenue Securities LLC
2017 - 2019 (2 years)
Guardian Life Insurance Co of America
2017 - 2019 (2 years)
Nationwide Investment Services Corporation
2016 - 2017 (1 year)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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