Finance By Design, Inc.

Finance By Design, Inc. (CRD# 113396) is a financial advisory firm headquartered in Fort Collins, CO. They manage $42,000,000 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Finance By Design, Inc.
Showing 1 - 1 of 1 top financial advisors.
Colleen M. Miller
CRD#: 4432680
Fort Collins, CO

Colleen Miller (CRD# 4432680) is an Investment Advisor Representative working at Finance By Design, Inc. in Fort Collins, CO and has 1 year of experience in the finance industry. Colleen Miller has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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