Priority Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$88,015,944
Total clients
79
43% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
40
Average account size
$1,114,126
About
Priority Financial Partners is a small advisory firm that works with individual and high‑net‑worth clients, providing comprehensive financial planning and ongoing investment management alongside one‑time and hourly planning engagements. Services documented in the brochure include goal setting, retirement and tax planning, estate planning coordination, and continuous portfolio monitoring and implementation.
The firm’s investment approach is explicitly passive and asset‑class based: it builds diversified allocations tailored to client risk profiles, emphasizes cost efficiency through low‑cost mutual funds and ETFs, and conducts periodic reviews of fund expenses, tax efficiency, and performance. The brochure also notes a formal fiduciary acknowledgment for retirement account advice and a documented rollover analysis process used when evaluating plan rollovers for clients.
Distinctive features for a firm of its size include an integrated planning-and-management model combined with formalized compliance governance, including a chief compliance officer who also maintains an academic appointment, and a recent operational expansion that triggered additional state registration. The firm discloses explicit policies on client‑imposed account restrictions, aggregated (block) trading, custodial choices (including low‑cost custodial platforms) and potential indirect benefits from custodians, which can affect trade execution and the support services available to clients.
Client services
Fee options
One-time initial comprehensive financial planning fee ranging from $2,500 to $5,000 based on complexity
$0 - $750,000: 1.40% $750,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.35% Over $10,000,000+: 0.25%
$375 per hour
Account minimum: $750,000 recommended minimum account value (waivable at discretion) Minimum fee: Minimum annual advisory fee of $10,500 ($875 per month) applies to all client relationships
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
Priority Financial Partners
1309 E. 3 Rd Ave, Unit 112
Durango CO 81301, United States
Number of offices
2
Forms ADV
Quick links
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