Financial Planning Fort Collins

Financial Planning Fort Collins (CRD# 283890) is a financial advisory firm headquartered in Fort Collins, CO. They manage $21,658,238 in 183 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $118,351
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CO

Financial Advisors at Financial Planning Fort Collins
Showing 1 - 1 of 1 top financial advisors.
1
Jason S. Speciner
CRD#: 4781020
375 E. Horsetooth Rd., Bldg. 3, Ste. 203, Fort Collins, CO 80525
96
Wealthminder
score

Jason Speciner (CRD# 4781020) is an Investment Advisor Representative working at Financial Planning Fort Collins in Fort Collins, CO and has over 13 years of experience in the finance industry. Jason Speciner 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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