Reset Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,028,553
Total clients
8
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$2,003,569
About
The firm provides fee-only financial planning and discretionary investment management to individual and high-net-worth clients. With roughly $16 million in discretionary assets across a very small client base, services include ongoing and project-based financial planning, investment management, divorce financial planning, business planning, and implementation support with third‑party professionals.
Investment implementation is primarily passive and asset‑allocation driven, using mutual funds and ETFs, and the firm manages accounts on a discretionary basis with regular (quarterly) reviews. Advisors collaborate with clients through either ongoing planner relationships or limited‑scope projects, tailoring recommendations to goals, risk tolerance, tax and estate considerations, and accepting reasonable client‑imposed restrictions.
What is distinctive about the firm is its fee model and client focus: it does not use a traditional percentage‑of‑AUM advisory fee and instead bills fixed annual, project, or hourly fees, and it maintains an affiliation through the principal’s separate role with another independent registered investment adviser. The practice is tightly scoped toward higher‑net‑worth relationships (an indicated $500,000 ongoing minimum), operates as a solo adviser with a small client roster, and offers specialized services such as divorce financial planning and travel/mediation support that are uncommon for firms of this size.
Client services
Financial planning
Portfolio management
Fee options
Project-Based Financial Planning fixed fee of $4,200; divorce planning requires deposit up to $5,000; ongoing financial planning fees are fixed annual fees up to $25,000
Project-based financial planning and divorce financial planning offered at $350/hour; travel time for divorce planning charged at $100/hour
Account minimum: $500,000 minimum for ongoing financial planning and investment management; no minimum for project-based or divorce financial planning services Minimum fee: Fixed annual fee up to a maximum of $25,000 per year, negotiated based on complexity Fee-only: Fees are paid as fixed annual fees, fixed project fees, and hourly fees; no commissions or other sales-based compensation
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:
-
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.
Main office location
Reset Financial Planning LLC
301 Remington Street
Fort Collins CO 80524, United States
Number of offices
2
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
(970)232-3171
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")