ATLAS Lifestyle Planning Group LLC

Updated today

Find your advisor

Client assets under management

$72,500,000

Clients

180

11% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$402,778

About

ATLAS Lifestyle Planning Group serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities by offering asset management, financial planning, ERISA 3(21) retirement plan advisory, and third‑party manager referrals. The firm reports about $72.5 million in assets under management across roughly 180 client relationships and operates with two advisors.

The firm’s investment approach blends fundamental analysis and modern portfolio theory, documents client objectives in investment policy statements, and conducts portfolio reviews at least quarterly with rebalancing and monitoring as appropriate. It commonly uses third‑party managers and a held‑away account platform to manage retirement plan and participant accounts while providing ongoing oversight and reporting to clients.

Distinctive features relative to peers include an unusually large office footprint for a small advisory team (11 offices) and a business profile in which the firm’s reported assets are primarily non‑discretionary rather than discretionary. The firm is affiliated with an insurance business whose principal devotes about 25% of his time to insurance activities and derives a majority of his revenue from insurance commissions, and ATLAS also receives referral and ongoing fees from third‑party managers (including arrangements with AssetMark); the brochure notes these relationships are disclosed and managed as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed fees range from $250 to $3,500 depending on financial planning service

Percentage

$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

Commissions

Insurance commissions received by principal as licensed insurance agent (approx. 25% of time spent)

Project-based

$250 per hour for financial planning services

Other

Fee-only: Hourly fee of $250 per hour; fixed fees from $250 to $3,500 for financial planning services

Main office location

ATLAS Lifestyle Planning Group LLC

9191 Sheridan Blvd, Suite 300

Westminster CO 80031, United States

Number of offices

Most active in

Arizona · California · Colorado · Illinois · Iowa · Ohio · Texas · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 480-885-8988

Advisors at this firm

Michael A

CFP®, ChFC®, Series 66

Westminster, CO

ATLAS Lifestyle Planning Group LLC

Michael Abbate is a CFP® and ChFC® with 19 years of experience in financial advisory roles. He is currently with ATLAS Lifestyle Planning Group LLC and has held positions at Dynamic Wealth Partners, LLC and Caduceus Financial Services, LLC. In addition to his advisory work, Abbate is a licensed insurance agent affiliated with ATLAS Risk Management Group. ATLAS Lifestyle Planning Group provides investment advice and planning primarily to individuals, retirement plans, and business entities. The firm utilizes fundamental analysis and modern portfolio theory, focusing mainly on non-discretionary asset management and coordinating relationships with third-party portfolio managers.

Troy R

Series 63, Series 65

Westminster, CO

ATLAS Lifestyle Planning Group LLC

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.

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support