Fpfoco
22yrs
Top 23% by experience in Fort Collins
Fpfoco
Fort Collins, CO. Legal name: Financial Planning Fort Collins, LLC
About the firm
A registered investment advisory firm based in Fort Collins, Colorado. It manages about $152 million for roughly 119 individual clients. Services include financial planning, investment management for individuals and small businesses, choosing other investment managers.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$1.27 million
Assets under management ?$152 million
Individual clients119
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Advisors at Fpfoco
3Advisors
10Median years of experience
1States with offices
–Offices
Also known as
Financial Planning Fort Collins · Fort Collins Tax Service, LLC · Financial Planning Fort Collins, LLC
About Fpfoco
How do I contact Fpfoco?
Call the main office at (970) 225-0504. The main office is at 375 E. Horsetooth Rd. Building. 3, Suite. 203, Fort Collins, CO 80525.
How is Fpfoco paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Fpfoco offer?
Financial planning, Investment management for individuals and small businesses, Choosing other investment managers.
How many advisors work at Fpfoco?
We list 3 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.