Delagify Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,478,373
Clients
49
45% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
TypicalAverage account size
$295,477
About
Delagify Financial works with individual clients — including high‑net‑worth individuals — as well as trusts, estates and business entities, offering comprehensive financial planning, investment analysis, and related consulting. The firm’s services include a written comprehensive plan, an automated Financial Fitness assessment, and a Second Look review for clients who have existing plans from other advisors.
The firm follows a planning‑first model: clients begin with an initial comprehensive plan and may elect ongoing consulting and monitoring, with discretionary trading available only when an ongoing engagement is agreed. A recent update to the brochure states the firm no longer offers standalone investment management, emphasizing one‑time planning products, assessments, and advisor consultations.
Delagify is distinctive for its accounting affiliation — a CFP practitioner is also a CPA and may provide income tax preparation and accounting services to advisory clients, a relationship the firm discloses as a potential conflict of interest. The firm also regularly offers educational seminars and workshops to current and prospective clients and primarily uses fixed planning and assessment fees rather than percentage‑of‑assets billing.
Client services
Financial planning
Educational seminars or workshops
Expertise
Equity compensation tax strategy
Charitable giving tax strategies
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Business sale tax planning
Fee options
Fees for Financial Planning packages (Basic, Advanced, Complicated) charged as flat initial fee plus quarterly fees; Financial Fitness and Second Look charged as flat fees paid in advance; Educational seminars may charge flat fees
Minimum fee: Initial financial planning fees: Basic $2,400; Advanced $3,600; Complicated $7,200, plus quarterly fees (e.g., Advanced quarterly fee $900 prorated for first quarter) Fee-only: Financial Fitness service: $800 paid in advance; Second Look service: $600 paid in advance; Educational seminars: $50 to $250 per person or negotiated flat fee
Main office location
Delagify Financial
Arvada CO, United States
Number of offices
3
Most active in
Delagify Financial has reported serving >5 clients in these states in the last 12 months.
Colorado
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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