Columbia Benefits, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$95,419,758
This total excludes 29 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
109
44% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
109
Very HighAverage account size
$875,411
About
The firm provides comprehensive financial planning and discretionary asset management to individuals, trusts, small business owners, qualified and non‑qualified retirement plans, charitable organizations, and endowments. Its service set includes portfolio management, financial planning, retirement plan consulting and third‑party administration (TPA), and licensed insurance sales.
Portfolios are managed on a discretionary basis using an open‑architecture platform, combining fundamental and qualitative security analysis with asset‑allocation decisions and both long‑ and short‑term strategies as appropriate; clients receive quarterly reporting and at‑least‑annual reviews. The firm develops individualized risk profiles and customizes recommendations based on each client’s objectives, time horizon, liquidity needs, and prior investment history.
Distinctive for a solo independent adviser, the firm routinely provides pension consulting and TPA services for plan sponsors and acts as an investment fiduciary for ERISA plan accounts, performing tasks such as nondiscrimination testing, recordkeeping support, and audit assistance. The firm and its representatives are also licensed insurance brokers/agents, disclose that insurance commissions may be received, and note that a material portion of practitioner time (about 20% on retirement‑plan work and about 10% on insurance activities) is devoted to those services.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
General estate planning guidance
General tax planning
Occupation focus
Founder/Business Owner
Retired
Fee options
$0 - $2 million: 1.00% $2 million - $5 million: 0.80% $5 million - $10 million: 0.60% $10 million+: 0.50%
Commissions received from insurance product sales by licensed insurance agents/brokers.
Financial Advisor: $250 per hour; Para-Planner: $125 per hour; Administrative Assistant: $30 per hour.
Account minimum: $250,000
Main office location
Columbia Benefits, LLC
1720 S. Bellaire Street, Suite 410
Denver CO 80222, United States
Number of offices
1
Most active in
Columbia Benefits, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Nevada · Texas · Wyoming
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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