Fee-only adviser · Fort Collins, CO
Reset Financial Planning LLC
Reset Financial Planning LLC is a fee-only investment adviser registered with the securities regulators of Arizona, California, Colorado, with its main office in Fort Collins, Colorado. On its latest Form ADV, filed August 24, 2026, it reports $16M in regulatory assets under management, 8 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: Arizona, California, Colorado |
|---|---|
| Firm CRD number | 324322 |
| Office | 301 Remington Street Fort Collins, CO 80524 |
| Phone | (970) 232-3171 |
| Website | resetfp.com |
| Regulatory assets under management | $16M |
| Individual clients | 0 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 24, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Fort Collins
- Acorn Creek Capital LLC $489M
- Theory Financial $319M
- The William Allan Corporation $204M
- Kyle S. Scott Financial Planning, Inc. $72M
- The Planners Inc. $103M
- Trail Ridge Investment Advisors, LLC $353M
See all 20 fee-only advisers in Fort Collins →
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