Rocky Mountain Planning Group, Inc.

Rocky Mountain Planning Group, Inc. (CRD# 114507) is a financial advisory firm headquartered in Avon, CO. They manage $62,023,098 in 202 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $307,045
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)
  • Educational seminars/workshops
  • Other
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 Rocky Mountain Planning Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Grace C. Wellwerts
CRD#: 1739990
Po Box 2882, 48 E. Beaver Creek Blvd. Ste 308, Avon, CO 81620
93
Wealthminder
score

Grace Wellwerts (CRD# 1739990) is an Investment Advisor Representative working at Rocky Mountain Planning Group, Inc. in Avon, CO and has over 25 years of experience in the finance industry.

2
Nicole A. Geraci
CRD#: 6218985
48 E. Beaver Creek Suite 308, Avon, CO 81620
90
Wealthminder
score

Nicole Geraci (CRD# 6218985) is an Investment Advisor Representative working at Rocky Mountain Planning Group, Inc. in Avon, CO and has 1 year of experience in the finance industry. Nicole Geraci 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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