MY Wealth Planners

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Total assets under management

$98,958,912

Total clients

175

21% high-net worth

Total advisors

of 4 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

Average account size

$565,479

About

MY Wealth Planners serves individual clients, including high-net-worth households, and also works with employer plan sponsors, charitable organizations, and businesses. The firm provides ongoing financial planning, retirement and tax planning, investment management (typically bundled with planning), employee compensation consulting, divorce financial analysis, business planning, and risk/insurance reviews.

The firm’s investment process is grounded in modern portfolio theory and primarily uses passive vehicles while selectively employing active managers and strategic fund selection. Clients are placed into a structured ongoing planning relationship with periodic meetings and discretionary portfolio management; the firm uses block trading and a national custodian to execute and settle client transactions.

Noteworthy features for a small, supported advisory firm include the routine inclusion of non-managed assets (for example, home equity or business interests) in the advisory relationship and a bifurcated approach to how managed and non‑managed assets are handled and billed, with investment management generally offered as a bundled planning service. The firm’s leadership holds advanced academic credentials and maintains teaching and community-college advisory roles, and the firm also authorizes verbal client instructions and does not accept proxy‑voting or class‑action participation on client securities.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Business ownership considerations Divorce financial planning College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - /: 0.50% of client net worth (rounded down to nearest $100,000) for Ongoing Financial Planning with bundled Investment Management Services, with a minimum fee of $6,000 annually $0 - /: 1.00% annually for Investment Management Services (managed assets), billed monthly in arrears based on average daily balance $0 - $1,000,000: 0.50% annually for Employee Compensation Consulting plan assets $1,000,000 - $2,500,000: 0.48% annually for Employee Compensation Consulting plan assets $2,500,000 - $5,000,000: 0.35% annually for Employee Compensation Consulting plan assets $5,000,000 - $20,000,000: 0.25% annually for Employee Compensation Consulting plan assets $20,000,000 - $50,000,000: 0.19% annually for Employee Compensation Consulting plan assets $50,000,000+: 0.12% annually for Employee Compensation Consulting plan assets

Other

Minimum fee: Minimum fee of $6,000 annually for Ongoing Financial Planning service Fee-only: Fixed fees for non-retirement compensation consulting on a project basis, quoted in advance and charged in arrears

Main office location

MY Wealth Planners

720 100 Year Party Court, Suite 300

Longmont CO 80504, United States

Number of offices

Most active in

Colorado · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 303-600-3757

Advisors at this firm

Daniel S

Series 65

Longmont, CO

MY Wealth Planners

General retirement planning Business ownership considerations Divorce financial planning College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Daniel Y

CFP®, ChFC®

Longmont, CO

MY Wealth Planners

MY Wealth Planners is a Fee-Only Financial Planning firm in Longmont, CO. MY Wealth Planners serves three core demographics: Business owners and executives, pre-retiree and retiree couples, and type-a professionals. For business owners and executives, MY Wealth Planners brings specific expertise to entity, partnership, operating agreement, business sale, and business succession planning, in addition to supporting existing businesses to attract and retain top talent through executive compensation planning. For pre-retirees and retirees, MY Wealth Planners brings the latest in retirement and financial planning research to the establishment of sustainable retirement income plans and the development of legacy and estate plans that ensure families and community stakeholders are well-served. For type-A professionals, MY Wealth Planners offers full-scale delegation of financial needs, from insurance shopping to portfolio management, as well at the outsourcing of third party vendor relationships and management, so that these professionals and win back some precious time in their busy lives. An Army Veteran, Daniel brings his passion for financial planning and the power it has to improve the lives of his clients to the table in the form of significant financial planning experience, the highest number of financial professional designations of any financial planner in Longmont, and a deep love of the Longmont community.

Business exit / sale strategy Business ownership considerations General retirement planning Executive Founder/Business Owner

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