Reset Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,028,553
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$2,003,569
Client services
Financial planning
Portfolio management
Fee options
Project-Based Financial Planning fixed fee of $4,200; divorce planning requires deposit up to $5,000; ongoing financial planning fees are fixed annual fees up to $25,000
Project-based financial planning and divorce financial planning offered at $350/hour; travel time for divorce planning charged at $100/hour
Account minimum: $500,000 minimum for ongoing financial planning and investment management; no minimum for project-based or divorce financial planning services Minimum fee: Fixed annual fee up to a maximum of $25,000 per year, negotiated based on complexity Fee-only: Fees are paid as fixed annual fees, fixed project fees, and hourly fees; no commissions or other sales-based compensation
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Reset Financial Planning LLC
301 Remington Street
Fort Collins CO 80524, United States
Number of offices
2
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
(970)232-3171
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