Lampe Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$55,812,464
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
45
47% 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
45
HighAverage account size
$1,240,277
About
Lampe Financial Group, LLC is a fee-only, independent investment adviser that provides discretionary investment management and both ongoing and project-based financial planning to individuals, high‑net‑worth clients, and small businesses. The firm offers services that include retirement and college planning, cash‑flow and debt management, and business planning for owners and those considering business exits.
The firm implements asset‑allocation driven portfolios that blend passive and active strategies and may incorporate fundamental, technical, and ESG factors to align investments with clients’ goals and risk tolerance. Accounts are typically managed on a discretionary basis, and the firm may engage sub‑advisors under agreement to assist with portfolio management while relying on custodial platforms and reporting from Charles Schwab or Altruist.
What is distinctive about this solo practice is the combination of scale and scope: a single‑advisor firm overseeing roughly $57 million across about 45 clients while also working with corporate or business clients and providing business‑planning consulting. The firm’s use of contracted sub‑advisors and its practice of requiring clients to custody accounts at Schwab or Altruist, and to include certain held‑away assets in its oversight, are less common among independent advisers of its type.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Onboard fee up to $5,000 for initial financial plan construction (Combined Investment Management and Ongoing Financial Planning Services); Project-Based Financial Planning fixed fees range $500 to $10,000.
$0 - $500,000: 1.95% (Combined Investment Management and Ongoing Financial Planning Services) $500,001 - $2,500,000: 1.70% (Combined Investment Management and Ongoing Financial Planning Services) $2,500,001 - $5,000,000: 1.45% (Combined Investment Management and Ongoing Financial Planning Services) $5,000,001+: 1.20% (Combined Investment Management and Ongoing Financial Planning Services) $0 - $500,000: 1.75% (Investment Management Only Service) $500,001 - $2,500,000: 1.50% (Investment Management Only Service) $2,500,001 - $5,000,000: 1.25% (Investment Management Only Service) $5,000,001+: 1.00% (Investment Management Only Service)
Project-Based Financial Planning hourly rate: $350/hour.
Account minimum: $250,000 (may be reduced or waived on a case-by-case basis) Fee-only: Ongoing Financial Planning: initial fee up to $5,000 plus monthly recurring fees ranging from $100 to $3,500; Project-Based Financial Planning: fixed fees $500 to $10,000 or hourly rate $350/hour.
Main office location
Lampe Financial Group LLC
Littleton CO, United States
Number of offices
1
Most active in
Lampe Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Ohio · Pennsylvania · 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
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