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Approach Financial Planning

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Total assets under management

$26,497,135

More info

Total clients

35

26% high-net worth

Total advisors

1

of 1 employees

Firm size

Independent

1 advisor

Average clients per advisor

35

Average account size

$757,061

About

The firm provides investment management, ongoing and project-based financial planning, and employee benefit plan services to individuals, high-net-worth clients, and corporate plan sponsors. It manages roughly $26.5 million in discretionary assets for a small client base and offers tailored portfolios, retirement-account advice, and participant education.

Portfolios are managed on a discretionary, client-specific basis using asset-allocation principles and a mix of passive and active mutual funds and ETFs, with periodic reviews and written reporting. Financial planning is offered as ongoing engagements, project work, or hourly consultations and covers implementation support across retirement, estate, tax, insurance, and cash‑flow planning, with regular client contact and follow-up.

Noteworthy features for this independent adviser include its work with employer-sponsored retirement plans and pension consulting, provision of educational seminars and workshops for groups, and participation in a wrap-fee program—services that are relatively uncommon among peers. The firm also discloses that it acts as a fiduciary when advising retirement-plan accounts and highlights plan-focused credentials held by its principal, signaling a blend of pension/plan consulting and individual wealth-management in a boutique practice.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Fee options

Fixed

Financial planning flat fee $1,000 to $4,000 quarterly; Project-based financial planning fixed fee $500 to $9,500; Employee benefit consulting upfront $1,800 to $6,500 plus ongoing fees

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.85% $5,000,001+: 0.75%

Project-based

$375 per hour with a three-hour minimum; negotiable

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Main office location

Approach Financial Planning

Montrose CO, United States

Number of offices

1

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram YouTube Website 970-765-0595
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