Fee-only adviser · Louisville, CO
Haberkorn Financial Services, Inc.
Haberkorn Financial Services, Inc. is a fee-only investment adviser registered with the securities regulator of Colorado, with its main office in Louisville, Colorado. On its latest Form ADV, filed March 26, 2026, it reports $32M in regulatory assets under management, 32 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado |
|---|---|
| Firm CRD number | 113115 · SEC file 801-64209 |
| Office | 357 McCaslin Blvd Suite 200 Louisville, CO 80027 |
| Phone | (303) 926-4900 |
| Website | Not listed |
| Regulatory assets under management | $32M |
| Individual clients | 17 non-high-net-worth, 15 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Louisville
- Varra Financial $306M
- Peak Asset Management, LLC $1.0B
- Lunsford Financial Planning, Inc. $45M
- Toro West Capital Advisors $246M
- Simmons Investment Management LLC $21M
- Prudent Man Investment Management $390M
See all 8 fee-only advisers in Louisville →
Nearby
- Broomfield 8 firms
- Lafayette 4 firms
- Boulder 27 firms
- Westminster 3 firms
- Erie 2 firms
- Arvada 2 firms
- Niwot 2 firms
- Thornton 1 firm
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