Outbound Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$151,226,554
Clients
150
60% 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
150
Very HighAverage account size
$1,008,177
About
Outbound Financial, Inc. provides wealth management, comprehensive and focused financial planning, and income and gift tax preparation to individuals, high‑net‑worth clients, not‑for‑profit entities, and business interests. The firm reports approximately $151.2 million in discretionary assets under management for about 150 clients and offers discretionary portfolio management along with written financial planning deliverables.
The firm follows a passive wealth management approach, building diversified portfolios of index mutual funds and exchange‑traded funds to meet asset‑allocation targets derived from clients’ objectives, time horizons, and risk tolerances. Clients receive ongoing monitoring and quarterly reviews, with the option for either continuous comprehensive planning (including tax work) or limited-duration focused engagements.
A distinctive aspect of the firm is that it is also registered as a Certified Public Accounting firm in Colorado and explicitly includes income and gift tax preparation within its comprehensive planning services, integrating tax preparation and tax planning with investment advice. The firm also provides portfolio management for institutional‑type clients such as not‑for‑profit entities and business clients and recommends Charles Schwab as custodian, through which it receives certain soft‑dollar benefits.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
General retirement planning
General tax planning
Wealth management
Cash flow / budgeting
Fee options
$4,000 for Focused Financial Planning (initial $500 due at engagement, remainder at completion)
$250 per hour
$9,600 annually ($2,400 per quarter) for Comprehensive and Ongoing Financial Planning (includes Wealth Management and Income/Gift Tax Preparation)
Main office location
Outbound Financial
6260 Lookout Road, Ste 220 L
Boulder CO 80301, United States
Number of offices
1
Most active in
Outbound 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.
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