Fee-only adviser · Louisville, CO
Lunsford Financial Planning, Inc.
Lunsford Financial Planning, 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 28, 2025, it reports $45M in regulatory assets under management, 49 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 | 128687 |
| Office | 357 S. McCaslin Blvd Suite 200 Louisville, CO 80027 |
| Phone | (303) 666-6442 |
| Website | lunsfordfinancial.com |
| Regulatory assets under management | $45M |
| Individual clients | 34 non-high-net-worth, 15 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 28, 2025 |
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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- 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
- Toro West Capital Advisors $246M
- Simmons Investment Management LLC $21M
- Prudent Man Investment Management $390M
- Haberkorn Financial Services, Inc. $32M
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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