Sorensen Financial Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$17,562,606
Total clients
34
18% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
34
Average account size
$516,547
About
Sorensen Financial Management provides discretionary portfolio management and financial planning to individuals, their trusts, estates and charitable organizations, as well as to businesses and pension and profit‑sharing plans. As of March 16, 2025 the firm reported approximately $13.85 million in discretionary assets under management across 54 accounts and operates as a small independent advisory firm.
The firm relies primarily on fundamental analysis—using financial statements, annual reports, SEC filings and third‑party research—to identify investments and implements both long‑ and short‑term strategies, including recommendations of mutual funds when appropriate. Alongside one‑on‑one planning billed hourly or at fixed fees on topics such as tax, estate, business and retirement planning, the firm supplements client service with periodic communications and educational seminars or workshops, offerings that are less common among peers.
Established in 1983, the firm underwent an ownership transition in 2023 and the current owner also performs supervisory and compliance responsibilities, reflecting recent leadership change within a long‑standing practice. The adviser has stepped back from brokerage sales activity and limits custody to authorized fee debits, while combining fiduciary advisory services with client newsletters and workshops—an operational mix that distinguishes it from many small independent advisers.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
General tax planning
General estate planning guidance
College savings (529s, UTMA, etc.)
Fee options
Fixed fee for financial planning services varies based on services provided
0.25% - 1.5%, negotiable
$125 per hour for financial planning
Fee-only: Financial planning at $125/hour or fixed fee varying by services
Main office location
Sorensen Financial Management
1295 Race St., Apt. 306
Denver CO 80206, United States
Number of offices
1
Most active in
Sorensen Financial Management has reported serving >5 clients in these states in the last 12 months.
Colorado · 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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