This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$152MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$150M

Private client RAUM

$152MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$50.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

471

Individual clients

78

High net worth clients

41

Custody, client assets

$25.1M

SEC number

801-130854

CRD

283890

Filings on the tape

7

First filed

Jul 1, 2024

Latest filed

Mar 23, 2026

Organised

Limited Liability Company, CO

• Occurred

  Jul 1, 2024
  First Form ADV filing

  Financial Planning Fort Collins filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9ae9b46d-d72e-15c6-597b-b00bf44c8496

First observed

Jul 1, 2024

Last observed

Mar 23, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.