Financially Speaking Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$164,782,668
Clients
295
0% high-net worth
Advisors
1
of 5 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
295
Very HighAverage account size
$558,585
About
Financially Speaking, Inc. provides fee-only investment management and financial planning to individuals, families, trusts, estates, and business clients, with a focus on non–high-net-worth households rather than ultra-wealthy clients. Its service set includes retirement and investment management, education and estate planning, tax coordination, insurance reviews, and succession and compensation planning for business owners.
The firm uses an active, dynamic asset-allocation approach with daily portfolio monitoring and the flexibility to adjust positioning as market conditions change; it typically implements no-load/no-transaction-fee mutual funds through custodian relationships and may employ inverse or short index mutual funds to manage downside risk. Tax consequences and wealth preservation are considered alongside profit objectives, and the advisor coordinates with clients’ tax preparers and estate attorneys when appropriate.
A distinctive element of the practice is its emphasis on client education: the firm conducts seminars and workshops and encourages clients to participate actively in the planning process. The long-established, small-team model combines hands-on financial education and business-owner advisory work with an actively managed investment style for a mid-sized client base.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General estate planning guidance
General tax planning
Fee options
1% annually
$250/hour for financial planning services for clients without assets under management
Fee-only: Fee-only advisory services; no commissions
Main office location
Financially Speaking Inc
5889 Greenwood Plaza Blvd, Suite 400
Greenwood Village CO 80111, United States
Number of offices
1
Most active in
Financially Speaking Inc 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 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.
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