Baskin Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$29,306,288
Total clients
52
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
52
Average account size
$563,582
About
Baskin Financial Planning is an independent, single-advisor registered investment adviser that serves individuals and high-net-worth individuals with discretionary investment management and both ongoing and project-based comprehensive financial planning. The firm reports managing roughly $29.3 million across about 50 clients, combining portfolio management with written or electronic financial plans and plan monitoring.
The firm constructs globally diversified portfolios using Modern Portfolio Theory and primarily implements passive strategies via index mutual funds and exchange-traded funds, aligning asset allocation to clients’ risk tolerance and goals. Investment management is discretionary, and planning engagements include initial goal-setting, ongoing reviews, and the ability for clients to impose reasonable restrictions on securities or sectors.
What distinguishes the firm from many peers is its operational setup: it requires clients to use the Altruist custodial platform and does not aggregate (block) trades across accounts, and it generally does not produce separate written investment reports for managed-account clients. The firm’s principal brings a background in military and healthcare administration alongside CFP and graduate-level training in business and analytics, and the practice emphasizes one-on-one, advisor-led planning for a relatively small client roster with larger per-client asset relationships.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Approaching retirement
Mid-Career Professionals
Fee options
Project-Based Financial Planning starting at $1,500; Ongoing Comprehensive Financial Planning upfront fee $500-$3,000 plus ongoing monthly fee $250-$3,000
$0 - $500,000: 1.50% $500,001 - $3,000,000: 1.00% $3,000,001+: 0.50%
Main office location
Baskin Financial Planning
Colorado Springs CO, United States
Number of offices
1
Most active in
Baskin Financial Planning has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
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:
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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.
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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.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
719-203-1462
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