Financial Design & Management, Inc.

Financial Design & Management, Inc. (CRD# 113387) is a financial advisory firm headquartered in Fort Collins, CO. They manage $181,380,517 in 609 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    609
    ACCOUNTS
  • Average Account Value
    $297,833
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • 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.

CA, CO, FL, NE, OH, TX

Financial Advisors at Financial Design & Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Cindy M. Hegy
CRD#: 1100309
4645 Ziegler Road, Suite 220, Fort Collins, CO 80528
96
Wealthminder
score

Cindy Hegy (CRD# 1100309) is an Investment Advisor Representative working at Financial Design & Management, Inc. in Fort Collins, CO and has over 28 years of experience in the finance industry. Cindy Hegy 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.

2
Mary A. Heyman
CRD#: 4747595
4645 Ziegler Ste 220, Fort Collins, CO 80528
96
Wealthminder
score

Mary Heyman (CRD# 4747595) is an Investment Advisor Representative working at Financial Design & Management, Inc. in Fort Collins, CO and has over 17 years of experience in the finance industry. Mary Heyman 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.

3
William C. Reynolds
CRD#: 2987798
4645 Ziegler Road, Suite 220, Fort Collins, CO 80528
96
Wealthminder
score

William Reynolds (CRD# 2987798) is an Investment Advisor Representative working at Financial Design & Management, Inc. in Fort Collins, CO and has over 19 years of experience in the finance industry. William Reynolds 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.

4
John H. Alpers
CRD#: 2704475
526 Briggs Street, Suite D, Erie, CO 80516
93
Wealthminder
score

John Alpers (CRD# 2704475) is an Investment Advisor Representative working at Financial Design & Management, Inc. in Erie, CO and has over 19 years of experience in the finance industry.

5
David A. Asbury
CRD#: 1240904
4645 Ziegler Rd Ste 220, Fort Collins, CO 80528
93
Wealthminder
score

David Asbury (CRD# 1240904) is an Investment Advisor Representative working at Financial Design & Management, Inc. in Fort Collins, CO and has over 27 years of experience in the finance industry.

6
Lawrence P. Finch
CRD#: 2275508
Foxfield, CO
93
Wealthminder
score

Lawrence Finch (CRD# 2275508) is an Investment Advisor Representative working at Financial Design & Management, Inc. in Foxfield, CO and has over 22 years of experience in the finance industry.

7
Mark L. Kornblau
CRD#: 1085912
4645 Ziegler Rd Ste 220, Fort Collins, CO 80528
86
Wealthminder
score

Mark Kornblau (CRD# 1085912) is an Investment Advisor Representative working at Financial Design & Management, Inc. in Fort Collins, CO and has over 33 years of experience in the finance industry. Mark Kornblau 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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